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James Michael Alario

Strategic Advisers LLC

Staten Island, NY

Shrewsbury, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Staten Island, NY • United States

530 Route 35, Shrewsbury, NJ 07702-4139 • 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
Oppenheimer & Co New York NY 07/2011 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 03/2017 04/2023
Bank Of America, N.A. Pennington NJ 04/2017 04/2023
Fidelity Investments Shrewsbury NJ 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → 03/2017
    Oppenheimer & Co
    New York, NY
  • 03/2017 → 04/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 04/2017 → 04/2023
    Bank Of America, N.A.
    Pennington, NJ
  • 05/2023 → Present
    Fidelity Investments
    Shrewsbury, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-26
  • S66 Uniform Combined State Law Examination
    2014-09-26
Other Names
  • James M Alario
  • James Alario
  • James Michael Alario

View on SEC IAPD

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