Best Investors Account Sign in

Alyssa O'BRien

Strategic Advisers LLC

Naperville, IL

Naperville, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Naperville, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
Securities America, Inc. Riverwoods IL 03/2021 09/2021
Securities America, Inc. Riverwoods IL 09/2021 08/2022
Kestra Financial Palatine IL 05/2020 03/2021
Fox & Hound Schaumburg IL 01/2019 08/2020
Benedictine University Lisle IL 01/2017 01/2019
Harper College Palatine IL 08/2014 01/2017
Aw Securities Riverwoods IL 08/2022 08/2023
Fidelity Investments Naperville IL 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 09/2021
    Securities America, Inc.
    Riverwoods, IL
  • 09/2021 → 08/2022
    Securities America, Inc.
    Riverwoods, IL
  • 05/2020 → 03/2021
    Kestra Financial
    Palatine, IL
  • 01/2019 → 08/2020
    Fox & Hound
    Schaumburg, IL
  • 01/2017 → 01/2019
    Benedictine University
    Lisle, IL
  • 08/2014 → 01/2017
    Harper College
    Palatine, IL
  • 08/2022 → 08/2023
    Aw Securities
    Riverwoods, IL
  • 08/2023 → Present
    Fidelity Investments
    Naperville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
Other Businesses

OBA-102112|OrgNmn:Etsy|Org Addr:Naperville,Illinois,US|OBA Nature:I resell personal items online|Invst Rel:N|Title:Seller|Duties:occasionally sell items on weekends|StrtDt:08-01-22|TotHrs/mon:5|TrdHrs/mon:0|OBA-102113|OrgNmn:Mercari|Org Addr:Naperville,Illinois,US|OBA Nature:I resell personal items online|Invst Rel:N|Title:Seller|Duties:Sell items occasionally outside of work/on weekends|StrtDt:08-01-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-25
  • S66 Uniform Combined State Law Examination
    2022-07-25
Other Names
  • Alyssa Ashley Obrien
  • Alyssa Obrien

View on SEC IAPD

More in Naperville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor