Alban Derieux

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

• 08/2015 → 03/2017
  Jpmorgan Securities Llc
  Pearland, TX
• 01/2014 → 03/2017
  Jp Morgan Chase Bank
  Pearland, TX
• 05/2017 → 07/2017
  Group 1
  Houston, TX
• 08/2017 → 12/2018
  Jp Morgan Chase Bank
  League City, TX
• 08/2017 → 12/2018
  Jp Morgan Securities Llc
  League City, TX
• 12/2018 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 05/2017 → 07/2017
  Charlie Thomas Ford
  Houston, TX
• 11/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2019-06-06 → 2021-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Beaumont, TX
  Frisco, TX
  Beaumont, TX
  Beaumont, TX
  Beaumont, TX
  New York, NY
  The Woodlands, TX
  Beaumont, TX
  Beaumont, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-05
• S63 Uniform Securities Agent State Law Examination
  2015-12-28

Other Names

• Alban Derieux
• Alban Jacques Derieux