Alexis K Searles

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

• 11/2020 → Present
  Fidelity Investments
  Merrimack, NH
• 10/2020 → 11/2020
  Yankee Candle
  Manchester, NH
• 04/2019 → 11/2020
  Aaa Northern New England
  Manchester, NH
• 02/2019 → 04/2019
  Unemployed
  Manchester, NH
• 03/2008 → 02/2019
  The Walt Disney Company
  Celebration, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Gold Canyon, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-05-16
• S63 Uniform Securities Agent State Law Examination
  2021-04-15

Other Names

• Alexis Katherine Cutten
• Alexis Cutten
• Alexis Katherine Searles