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Alexander Roberts

Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 LLCApr 2026 to now
  2. Fidelity InvestmentsDec 2025 to now
  3. Evelyn RoseOct 2025 to Dec 2025
  4. UnemployedAug 2025 to Oct 2025
  5. Tipsy CowJun 2025 to Aug 2025
  6. UnemployedSep 2024 to Jun 2025
  7. Belair CantinaMay 2024 to Sep 2024
  8. UnemployedAug 2023 to May 2024
  9. Lifetime FitnessMay 2023 to Aug 2023
  10. UnemployedAug 2022 to May 2023
  11. ClarityJan 2018 to Aug 2022
  12. UnemployedDec 2015 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 3 states (MD, TX, VA).

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
8201016
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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