Alexander Winkelman

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

• 04/2019 → 09/2019
  River City Rascals
  O'fAllon, MO
• 06/2015 → 03/2019
  Houston Astros
  Houston, TX
• 10/2015 → 02/2019
  Crystal City High School
  Crystal City, MO
• 10/2015 → 03/2018
  Self-Employed
  Crystal City, MO
• 10/2019 → 04/2020
  Unemployed
  Crystal City, MO
• 05/2020 → Present
  Fidelity Brokerage Services Llc
  St. Louis, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2021-12-09
• S63 Uniform Securities Agent State Law Examination
  2020-09-29

Other Names

• Alexander Thomas Winkelman