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Alicia Jolene Bransford

Strategic Advisers LLC

Dunwoody, GA

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Atlanta, GA • 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
Morgan Stanley Atlanta GA 11/2014 06/2023
Morgan Stanley Private Bank, N.A New York NY 02/2020 06/2023
Fidelity Investments Dunwoody GA 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 06/2023
    Morgan Stanley
    Atlanta, GA
  • 02/2020 → 06/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2023 → Present
    Fidelity Investments
    Dunwoody, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
  • 2012-09-24 → 2023-06-26
    Morgan Stanley
    Columbia, MD
    Washington, DC
    Atlanta, GA
    Alpharetta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2007-02-06 → 2012-03-21
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Antonio, TX
    Atlanta, GA
  • 2006-03-22 → 2006-12-08
    Investment Professionals, Inc.
    San Antonio, TX
    San Antonio, TX
Other Businesses

OBA-131494|OrgNmn:Video Vault|Org Addr:Atlanta,Georgia,US|OBA Nature:Early phases of developing a m|Invst Rel:N|Title:Sole Proprietor|Duties:Research and Development |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-21
  • S66 Uniform Combined State Law Examination
    2006-03-21
Designations
Other Names
  • Alicia J Rhodes
  • Alicia J Serna
  • Alicia J Rhodes
  • Alicia J Frey
  • Alicia J Bransford
  • Alicia Jolene Bransford

View on SEC IAPD

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LIDO

Other Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

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