Nicholas Aaron Alejo
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.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedDec 2025 to Jan 2026
- Modern Woodmen of AmericaApr 2025 to Dec 2025
- San Diego State UniversityAug 2024 to May 2025
- Sushi FreakAug 2024 to Apr 2025
- City of San DiegoJun 2024 to Aug 2024
- Ignitexl VenturesMar 2024 to Apr 2024
- Poki One N HalfOct 2023 to Jun 2024
- San Diego State CollegeAug 2023 to May 2024
- UnemployedMay 2023 to Jun 2023
- Yanagi KitchenJun 2022 to May 2023
- El Camino CollegeAug 2021 to May 2023
- The Standing RoomJun 2021 to Jun 2022
- Redondo Union High SchoolAug 2017 to Jun 2021
- UnemployedJun 2017 to Aug 2017
- Parras Middle SchoolJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8212960
- Firm CRD
- 104555