Alex Wanerman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 08/2018
  Ubs Financial Services Inc.
  Newport Beach, CA
• 08/2018 → Present
  Fidelity Brokerage Services Llc
  Los Angeles, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-10-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Los Angeles, CA
• 2015-06-02 → 2018-08-16
  Ubs Financial Services Inc.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-06-02

Designations

• Certified Financial Planner

Other Names

• Alex A Wanerman
• Alex Aston Wanerman