Alyssa Mikhael Barnes

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

• 06/2015 → Present
  Fidelity Brokerage Services Llc
  The Woodlands, TX
• 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
  Smithfield, RI
  Nacogdoches, TX
• 2017-02-15 → 2018-07-13
  Strategic Advisers Llc
  Katy, TX

Other Businesses

OBA-118067|OrgNmn:Stephen F. Austin State University|Org Addr:Nacogdoche,Texas,US|OBA Nature:Public University - Stephen F.|Invst Rel:N|Title:Adjunct Professor of Farm Managem|Duties:Adjunct Professor - teach course at university|StrtDt:|TotHrs/mon:5|TrdHrs/mon:1|

Exams

• S66 Uniform Combined State Law Examination
  2016-11-14
• S63 Uniform Securities Agent State Law Examination
  2015-11-09

Other Names

• Alyssa Mikhael Krause