Alasdair M. Swett
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsJan 2025 to now
- UnemployedAug 2024 to Jan 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- UnemployedMay 2024 to Jun 2024
- Harbour Capital CorporationOct 2023 to May 2024
- UnemployedAug 2023 to Oct 2023
- Oceanside LandscapeJun 2023 to Aug 2023
- Brgr BarApr 2023 to Jun 2023
- University of New Hampshire Cat's Cupboard Food PantryDec 2022 to Apr 2023
- Seadog Brewing CompanyMay 2022 to Aug 2022
- University of New Hampshire Union CourtNov 2021 to Dec 2022
- UnemployedJul 2021 to Nov 2021
- Phantom FireworksJun 2021 to Jul 2021
- UnemployedAug 2020 to Jun 2021
- Shaw's SupermarketsMar 2020 to Aug 2020
- UnemployedDec 2019 to Mar 2020
- Ll BeanNov 2019 to Dec 2019
- Wendy'sOct 2019 to Oct 2019
- UnemployedAug 2017 to Oct 2019
- Funtown SplashtownJun 2017 to Aug 2017
- UnemployedJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8034613
- Firm CRD
- 104555