Alexander Thomas Hart

Strategic Advisers LLC

Mastic Beach, NY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Mastic Beach, NY • 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

Organization	City	State	From	To
Unemployed	Mastic Beach	NY	09/2011	05/2017
Ighl	East Moriches	NY	05/2017	08/2021
Oreya	Southampton	NY	06/2018	08/2018
Unemployed Because Of Covid	Mastic Beach	NY	03/2020	06/2021
Cetera Investors	Westbury	NY	06/2020	08/2020
Fidelity Investments	Lake Grove	NY	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2011 → 05/2017

Unemployed

Mastic Beach, NY
05/2017 → 08/2021

Ighl

East Moriches, NY
06/2018 → 08/2018

Oreya

Southampton, NY
03/2020 → 06/2021

Unemployed Because Of Covid

Mastic Beach, NY
06/2020 → 08/2020

Cetera Investors

Westbury, NY
09/2021 → Present

Fidelity Investments

Lake Grove, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Lake Grove, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-04

S66 Uniform Combined State Law Examination

2022-03-04

Other Names

Alex Hart

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

PENSION FUND EVALUATIONS, INC.

OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE

Danielle M DeMarco

Brett M. Heyder

Gregory Napolitano

Peter Steven Donahue

Nicholas Milvid

Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY

CHARLES SCHWAB & CO., INC. · Lake Grove, NY

WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY

LPL FINANCIAL LLC · NESCONSET, NY

EDWARD JONES · ST JAMES, NY

PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY

LPL FINANCIAL LLC · SMITHTOWN, NY

More in Lake Grove, NY

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