Alan Eleria

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

• 04/2007 → 11/2018
  E*Trade Securities Llc
  Minneapolis, MN
• 04/2009 → 11/2018
  E*Trade Capital Management Llc
  Minneapolis, MN
• 11/2018 → 01/2024
  E*Trade Securities Llc
  Bloomington, MN
• 11/2018 → 01/2024
  E*Trade Capital Management Llc
  Bloomington, MN
• 01/2023 → 01/2024
  Morgan Stanley
  Bloomington, MN
• 09/2023 → 01/2024
  Morgan Stanley
  Bloomington, MN
• 09/2023 → 01/2024
  Morgan Stanley
  Bloomington, MN
• 01/2024 → Present
  Fidelity Investments
  Edina, MN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Edina, MN
• 2023-09-05 → 2024-02-02
  Morgan Stanley
  Bloomington, MN
• 2009-04-13 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Minneapolis, MN
  Edina, MN
  Bloomington, MN

Other Businesses

OBA-106160|OrgNmn:Spanish Immersion PTO of Saint Paul|Org Addr:Saint Paul,Minnesota,US|OBA Nature:The mission of the Spanish Imm|Invst Rel:Y|Title:Director|Duties:Treasurer duties - updating financial reports, depositing checks and writing out checks|StrtDt:01-29-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-04-09
• S63 Uniform Securities Agent State Law Examination
  1998-10-12

Designations

• Certified Financial Planner

Other Names

• Alan Eleria
• Alan Jay Eleria