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Alexander Michael Mata

Strategic Advisers LLC

Palm Beach Gardens, FL

Jupiter, FL

CRD 6102472

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Jupiter, FL • 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
Fidelity Brokerage Services Llc Palm Beach Gardens FL 07/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → Present
    Fidelity Brokerage Services Llc
    Palm Beach Gardens, FL
  • 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
    Palm Beach Gardens, FL
    Jupiter, FL
  • 2015-10-21 → 2018-07-13
    Strategic Advisers Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-01
  • S66 Uniform Combined State Law Examination
    2015-10-01
Other Names
  • Alex Michael Mata

View on SEC IAPD

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Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL

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