Alexis Elizabeth Simon

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2025-03-31
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

DE RA
APPROVED

Since 2025-03-31
PA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Wilmington, DE • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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
Kool Cones	Gibsonia	PA	08/2016	10/2018
Victoria's Secret Pink	Pittsburgh	PA	11/2016	08/2017
Louis Vuitton	Pittsburgh	PA	11/2017	01/2019
Victoria's Secret	Glen Mills	PA	05/2019	07/2020
Victoria's Secret Pink	Newark	DE	05/2021	09/2021
Full Time Student	Gibsonia	PA	09/2008	05/2021
Fidelity Investments	Greenville	DE	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 10/2018

Kool Cones

Gibsonia, PA
11/2016 → 08/2017

Victoria's Secret Pink

Pittsburgh, PA
11/2017 → 01/2019

Louis Vuitton

Pittsburgh, PA
05/2019 → 07/2020

Victoria's Secret

Glen Mills, PA
05/2021 → 09/2021

Victoria's Secret Pink

Newark, DE
09/2008 → 05/2021

Full Time Student

Gibsonia, PA
09/2021 → Present

Fidelity Investments

Greenville, DE
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-06-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenville, DE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-16

S66 Uniform Combined State Law Examination

2022-02-16

Other Names

Lexie Simon

View on SEC IAPD

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