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Alessandra Rosa Tassara

Strategic Advisers LLC

Chevy Chase, MD

Bethesda, MD

CRD 7724224

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
MD RA APPROVED 2025-09-09
  • TX RA
    APPROVED
    Since 2026-02-04
  • MD RA
    APPROVED
    Since 2025-09-09

Branch Locations

Chevy Chase, MD • United States

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Bethesda MD 07/2025 Present
Suites Team Lima 12/2024 02/2025
Suites Team Chevy Chase MD 06/2018 05/2021
Just Governance Group Ottawa 01/2018 06/2018
Massmutual Life Insurance Co Rockville MD 05/2021 12/2024
Mml Investors Services, Llc Rockville MD 05/2023 12/2024
National Life Timonium MD 02/2025 06/2025
Suites Team Lima 12/2013 01/2018
  • 07/2025 → Present
    Fidelity Investments
    Bethesda, MD
  • 12/2024 → 02/2025
    Suites Team
    Lima
  • 06/2018 → 05/2021
    Suites Team
    Chevy Chase, MD
  • 01/2018 → 06/2018
    Just Governance Group
    Ottawa
  • 05/2021 → 12/2024
    Massmutual Life Insurance Co
    Rockville, MD
  • 05/2023 → 12/2024
    Mml Investors Services, Llc
    Rockville, MD
  • 02/2025 → 06/2025
    National Life
    Timonium, MD
  • 12/2013 → 01/2018
    Suites Team
    Lima
Other Businesses

OBA-121587|OrgNmn:Suites Team |Org Addr:Lima ,,PE|OBA Nature:Some using Airbnb |Invst Rel:Y|Title:I own apartments |Duties:Supervision|StrtDt:12-02-03|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-07
S63 Uniform Securities Agent State Law Examination 2023-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-05-07
  • S63 Uniform Securities Agent State Law Examination
    2023-09-29
Other Names
  • Alessandra Tassara
  • Alessandra Rosa Tassara

View on SEC IAPD

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