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Alejandra Benavides Morin

Strategic Advisers LLC

Tampa, FL

Tampa, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-26
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Tampa, FL • 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
First Command Financial Planning, Inc. Fort Worth TX 06/2018 11/2018
Global Transportation Services, Inc Kent WA 03/2016 11/2018
First Command Financial Planning, Inc. Fort Worth TX 11/2018 07/2019
First Command Advisory Services, Inc. Fort Worth TX 11/2018 07/2019
First Command Insurance Services, Inc. For TX 11/2018 07/2019
U.S. Bancorp Investments, Inc. Seattle WA 07/2019 03/2021
Fidelity Investments Seattle WA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 11/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 03/2016 → 11/2018
    Global Transportation Services, Inc
    Kent, WA
  • 11/2018 → 07/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2018 → 07/2019
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 11/2018 → 07/2019
    First Command Insurance Services, Inc.
    For, TX
  • 07/2019 → 03/2021
    Seattle, WA
  • 04/2021 → Present
    Fidelity Investments
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-114690|OrgNmn:Foundation for Financial Planning|Org Addr:Puyallup,Washington,US|OBA Nature:Pro Bono Financial Planning fo|Invst Rel:N|Title:CFP® professional volunteer|Duties: provide guidance and resources for financial wellness.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-24
  • S66 Uniform Combined State Law Examination
    2018-09-24
Designations
Other Names
  • Alejandra Benavides Riano

View on SEC IAPD

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