Alek Rodriguez estrada
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsApr 2025 to now
- Fifth Third BankNov 2023 to Mar 2025
- Goose and ElderJun 2023 to Jun 2024
- ProtivitiOct 2022 to Jun 2023
- Purrfect DaySep 2022 to Nov 2023
- HealthgradesJan 2021 to Sep 2022
- ServicenowJan 2020 to Sep 2020
- Friends of Bls CrewAug 2019 to May 2022
- Boston JuicingJun 2018 to Sep 2018
- Bootleg SpecialFeb 2018 to Nov 2019
- Northeastern UniversityAug 2017 to May 2022
- UnemployedJun 2017 to Feb 2018
- Boston Latin SchoolSep 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
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
- 8078188
- Firm CRD
- 104555