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Alex Gonzalez

Strategic Advisers LLC

New Haven, CT

New Haven, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

New Haven, CT • 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
University Of Connecticut Storrs CT 08/2016 05/2020
Yale New Haven CT 07/2019 02/2020
Uconn Transportation Serices Storrs CT 03/2018 05/2020
Unemployed New Haven CT 06/2020 07/2020
Equitable Advisors, Llc New York NY 09/2020 12/2021
Amazon Wallingford CT 07/2020 06/2021
Fidelity Investments New Haven CT 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-25
  • S66 Uniform Combined State Law Examination
    2021-02-25
Other Names
  • Alex Gonzalez
  • Alex Dennys Gonzalez

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
ELM STREET ADVISORS, LLC

Other Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

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