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Alejandro Montero

Strategic Advisers LLC

Schaumburg, IL

Schaumburg, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-12
  • IL RA
    APPROVED
    Since 2025-11-12

Branch Locations

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Schaumburg, IL • 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
Bmo Harris, N.A. Libertyville IL 11/2020 03/2022
Brickman/Brightview Landscape Development Long Grove IL 11/2013 11/2020
Fidelity Investments Schaumburg IL 05/2025 Present
Brightview Landscape Development Long Grove IL 03/2022 04/2025
  • 11/2020 → 03/2022
    Bmo Harris, N.A.
    Libertyville, IL
  • 11/2013 → 11/2020
    Brickman/Brightview Landscape Development
    Long Grove, IL
  • 05/2025 → Present
    Fidelity Investments
    Schaumburg, IL
  • 03/2022 → 04/2025
    Brightview Landscape Development
    Long Grove, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-08
  • S66 Uniform Combined State Law Examination
    2025-11-08
Other Names
  • Alex Montero

View on SEC IAPD

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BANKERS LIFE ADVISORY SERVICES, INC.
MARINER INDEPENDENT
NAVARRO ASSET MANAGEMENT, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

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