Alex Gonzalez

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

• 08/2016 → 05/2020
  University Of Connecticut
  Storrs, CT
• 07/2019 → 02/2020
  Yale
  New Haven, CT
• 03/2018 → 05/2020
  Uconn Transportation Serices
  Storrs, CT
• 06/2020 → 07/2020
  Unemployed
  New Haven, CT
• 09/2020 → 12/2021
  Equitable Advisors, Llc
  New York, NY
• 07/2020 → 06/2021
  Amazon
  Wallingford, CT
• 12/2021 → Present
  Fidelity Investments
  New Haven, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Haven, CT
• 2021-04-06 → 2022-01-11
  Equitable Advisors, Llc
  Stamford, CT

Other Businesses

OBA-126145|OrgNmn:Royal Party Rentals LLC|Org Addr:New Haven,Connecticu,US|OBA Nature:Provides party rental services|Invst Rel:N|Title:Partner|Duties:Provide party rental equipment for all types of private and public gatherings/events |StrtDt:01-01-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-126144|OrgNmn:True North Landscaping|Org Addr:New Haven,Connecticu,US|OBA Nature:Landscaping Business |Invst Rel:N|Title:Sole Proprietor|Duties:Owner and manager of landscaping services, project completions, sales, |StrtDt:01-01-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-02-25

Other Names

• Alex Gonzalez
• Alex Dennys Gonzalez