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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

11513 Parkside Drive, Knoxville, TN 37934-1976 • United States

Knoxville, TN • 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
Full Time Education (Greeneville High School) Greeneville TN 06/2013 06/2017
Unemployed Greeneville TN 06/2017 08/2017
Full Time Education (University Of Tennessee) Knoxville TN 08/2017 06/2018
Andrew Johnson Bank Greeneville TN 06/2018 08/2018
Full Time Education (University Of Tennessee) Knoxville TN 08/2018 06/2019
Phillips And Jordan, Inc. Knoxville TN 06/2019 08/2019
Full Time Education (University Of Tennessee) Knoxville TN 08/2019 06/2020
Ymca Knoxville TN 02/2019 03/2021
Full Time Education (University Of Tennesse) Knoxville TN 08/2020 06/2021
21St Mortgage Corporation Knoxville TN 03/2021 05/2021
Fidelity Investments Durham NC 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 06/2017
    Full Time Education (Greeneville High School)
    Greeneville, TN
  • 06/2017 → 08/2017
    Unemployed
    Greeneville, TN
  • 08/2017 → 06/2018
    Full Time Education (University Of Tennessee)
    Knoxville, TN
  • 06/2018 → 08/2018
    Andrew Johnson Bank
    Greeneville, TN
  • 08/2018 → 06/2019
    Full Time Education (University Of Tennessee)
    Knoxville, TN
  • 06/2019 → 08/2019
    Phillips And Jordan, Inc.
    Knoxville, TN
  • 08/2019 → 06/2020
    Full Time Education (University Of Tennessee)
    Knoxville, TN
  • 02/2019 → 03/2021
    Ymca
    Knoxville, TN
  • 08/2020 → 06/2021
    Full Time Education (University Of Tennesse)
    Knoxville, TN
  • 03/2021 → 05/2021
    21St Mortgage Corporation
    Knoxville, TN
  • 06/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2021-12-07
Other Names
  • Riley Dobson Alexander
  • Riley Alexander

View on SEC IAPD

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