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Claire Katharine Alexander

Strategic Advisers LLC

New York, NY

Jersey City, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2070 Broadway, New York, NY 10023-2802 • United States

Jersey City, NJ • 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
Dkms New York NY 02/2017 03/2021
Fidelity Investments New York NY 03/2021 Present
Unemployed New Rochelle NY 05/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 03/2021
    Dkms
    New York, NY
  • 03/2021 → Present
    Fidelity Investments
    New York, NY
  • 05/2016 → 02/2017
    Unemployed
    New Rochelle, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2021-12-10

View on SEC IAPD

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