Alexandra Overton

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

• 04/2008 → Present
  Fidelity Investments
  Merrimack, NH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-11-13 → 2018-07-13
  Strategic Advisers Llc
  Boston, MA
  Danvers, MA

Other Businesses

OBA-122939|OrgNmn:The Awesome Foundation-Hamilton & Wenham|Org Addr:Hamilton,Massachuse,US|OBA Nature:The foundation provides grant |Invst Rel:N|Title:Trustee|Duties:One of ten trustees promoting organization and deciding which projects to fund.|StrtDt:09-12-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-11-05
• S63 Uniform Securities Agent State Law Examination
  2008-07-10

Other Names

• Alexandra Elizabeth Overton
• Alexandra E Overton
• Alexandra Elizabeth Johnson
• Alexandra E Johnson
• Alexandra Johnson
• Alex Johnson
• Alex Overton
• Alex E Johnson
• Alex E Overton
• Alex Elizabeth Overton
• Alex Elizabeth Johnson