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Alexia Mariah Gomez

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsSep 2025 to now
  3. Dc Pie LLCMay 2025 to Aug 2025
  4. The Hampton Social- Parker HospitalityDec 2024 to Aug 2025
  5. Cafe VertSep 2024 to Nov 2024
  6. Viva Travel Learn LLCJun 2023 to Sep 2025
  7. Greenleaf TrustAug 2022 to Sep 2024
  8. Western Michigan UniversityJan 2022 to May 2025
  9. Le Zoo- Starr Restaurant GroupApr 2021 to Jan 2022
  10. Man Power LLCSep 2019 to Dec 2019
  11. Salt & Pepper Savory Grill and PubSep 2018 to Mar 2021
  12. Alpen RoseOct 2017 to May 2019
  13. Lake Ranch ResortMay 2016 to Aug 2018
  14. SubwayMay 2015 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
8165290
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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