Founders Financial Alliance
47yrs
Top advisor by experience in Durham
3yrs
Leith Ali
Financial advisor at Strategic Advisers
Based in Durham, North Carolina, Leith Ali is a fiduciary financial advisor with 3 years of industry experience. Leith has been with Strategic Advisers since 2025; before that, Leith spent less than a year at Fidelity Personal and Workplace Advisors. Leith holds the CFP® designation.
One of 496 advisors with offices in Durham, and one of 474 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office100 New Millennium Way, Durham, NC 27709
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Nov 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Leith
(617) 563-7000Firm headquarters in Boston, MA. Ask for Leith. 100 New Millennium WayDurham, NC 27709Office · Get directions
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Questions to ask Leith
Tailored to Leith’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Leith
How do I contact Leith?
Call Strategic Advisers at (617) 563-7000 and ask for Leith Ali. Leith works from the Durham, NC office.
How long has Leith been a financial advisor?
Leith has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Leith hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Leith a fiduciary?
Leith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leith paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Leith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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