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Alec Bouria

Strategic Advisers LLC

Rocky River, OH

Orange, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Rocky River, OH • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 09/2016 09/2017
Pnc Investments Charlotte NC 09/2017 02/2018
Citizens Securities, Inc. Fairlawn OH 03/2019 04/2020
Mural Builders Middleburg Heights OH 03/2018 02/2019
Equity Trust Company Westlake OH 05/2020 11/2020
Fidelity Investments Woodmere OH 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 09/2017
    Fisher Investments
    Camas, WA
  • 09/2017 → 02/2018
    Pnc Investments
    Charlotte, NC
  • 03/2019 → 04/2020
    Citizens Securities, Inc.
    Fairlawn, OH
  • 03/2018 → 02/2019
    Mural Builders
    Middleburg Heights, OH
  • 05/2020 → 11/2020
    Equity Trust Company
    Westlake, OH
  • 12/2020 → Present
    Fidelity Investments
    Woodmere, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
  • 2019-03-05 → 2020-05-01
    Citizens Securities, Inc.
    Fairlawn, OH
    Bedford, OH
    Maple Heights, OH
    Eastlake, OH
    Euclid, OH
    Euclid, OH
    Cleveland, OH
  • 2017-09-14 → 2018-02-27
    Pnc Wealth Management Llc
    Charlotte, NC
  • 2017-04-18 → 2017-07-13
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-02
S65 Uniform Investment Adviser Law Examination 2017-04-18
  • S66 Uniform Combined State Law Examination
    2017-11-02
  • S65 Uniform Investment Adviser Law Examination
    2017-04-18
Other Names
  • Alec Bouria
  • Alec Mohamed Bouria

View on SEC IAPD

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