Alysa Dillard
Financial advisor at Strategic Advisers LLC · Southlake, TX
Last updated 2026-10-10
Claim your profileAlysa Dillard is a financial advisor at Strategic Advisers LLC in Southlake, TX, CRD 7628023. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2024-06-21.
Registration
- CRD number
- 7628023
- Registration status
- Active
- IAPD registration
- 2024-06-21
- Industry Experience
- 2 years
- Work Experience
- 14 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2012-08 to 2018-05 · Full-Time Education · Fort Worth, TX
- 2016-03 to 2018-05 · Walgreens · Haltom City, TX
- 2018-05 to 2019-02 · Best Buy · Fort Worth, TX
- 2018-11 to 2019-05 · Olive Garden · Grapevine, TX
- 2019-05 to 2019-08 · Unemployed · Fort Worth, TX
- 2019-08 to 2020-03 · Keller Isd · Fort Worth, TX
- 2019-09 to 2020-04 · Lifetouch · Dallas, TX
- 2019-10 to 2020-01 · Amazon · Haslet, TX
- 2020-03 to 2020-11 · Unemployed · Fort Worth, TX
- 2020-11 to 2022-04 · Amazon · Fort Worth, TX
- 2021-08 to 2022-04 · Northwest High School · Justin, TX
- 2022-04 to 2022-09 · Att · Watauga, TX
- 2022-09 to 2022-10 · Unemployed · Fort Worth, TX
- 2022-10 to 2024-01 · Charles Schwab & Co., Inc. · Westlake, TX
- 2024-01 to Present · Fidelity Investments · Southlake, TX
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
Alysa Dillard is a financial advisor at Strategic Advisers LLC in Southlake, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 14 years of reported work history.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
1540 East Southlake Blvd, Southlake, TX 76092-6421
65 advisors at this office.
Contact
The firm's filed contact details.
Official record
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