Tracy Alter

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Boston, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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

Organization	City	State	From	To
Babson Capital Management	Boston	MA	01/2014	02/2020
Fidelity Brokerage Services Llc	Boston	MA	03/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2014 → 02/2020

Babson Capital Management

Boston, MA
03/2020 → Present

Fidelity Brokerage Services Llc

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-06-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Hingham, MA
2008-08-12 → 2013-01-18

Eaton Vance Management

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-19
S65	Uniform Investment Adviser Law Examination	2007-11-19
S63	Uniform Securities Agent State Law Examination	2000-02-08

S66 Uniform Combined State Law Examination

2020-05-19
S65 Uniform Investment Adviser Law Examination

2007-11-19
S63 Uniform Securities Agent State Law Examination

2000-02-08

Other Names

Tracy Jean Alter
Tracy Alter

View on SEC IAPD

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