Alden Harmon
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 LLCMar 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedDec 2025 to Jan 2026
- The Esports Institute dba EsporterzJun 2023 to Dec 2025
- University of California Santa BarbaraSep 2021 to Jun 2023
- UnemployedMay 2021 to Sep 2021
- College of MarinAug 2019 to May 2021
- UnemployedJun 2019 to Aug 2019
- Creekside Pizza & TaproomOct 2017 to Feb 2018
- Sir Francis Drake High School (now Archie Williams)Aug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8215816
- Firm CRD
- 104555