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Maria Elena Castro-Alessandri

Strategic Advisers LLC

Miami, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Miami, FL • 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
Charles Schwab & Co.,Inc Miami FL 12/2000 05/2021
Charles Schwab Bank Miami FL 12/2000 05/2021
Beachbody.COm Santa Monica CA 12/2012 Present
Fidelity Investments Miami FL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2000 → 05/2021
    Charles Schwab & Co.,Inc
    Miami, FL
  • 12/2000 → 05/2021
    Charles Schwab Bank
    Miami, FL
  • 12/2012 → Present
    Beachbody.COm
    Santa Monica, CA
  • 05/2021 → Present
    Fidelity Investments
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Miami, FL
  • 2001-01-05 → 2021-05-26
    Charles Schwab & Co., Inc.
    Coral Gables, FL
    Coral Gables, FL
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-28
S63 Uniform Securities Agent State Law Examination 1996-07-03
  • S65 Uniform Investment Adviser Law Examination
    1999-05-28
  • S63 Uniform Securities Agent State Law Examination
    1996-07-03
Other Names
  • Maria Elena Estellescastro
  • Maria Estelles
  • Maria Elena Castro
  • Maria Elena Estelles
  • Maria Elena Castro
  • Maria Elena Alessandri

View on SEC IAPD

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