Alec William Sessing

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 04/2019
  Midwestern Securities Trading Co. Llc
  East Peoria, IL
• 06/2016 → 07/2017
  Country Club Of Peoria
  Peoria Heights, IL
• 05/2019 → 05/2019
  Unemployed
  East Peoria, IL
• 06/2019 → 08/2022
  Jpmorgan Chase Bank, N.A.
  Evanston, IL
• 06/2019 → 08/2022
  J.P. Morgan Securities, Llc
  Evanston, IL
• 08/2017 → 04/2018
  Unemployed
  Peoria, IL
• 08/2022 → Present
  Fidelity Investments
  Franklin, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2019-06-26 → 2022-08-02
  J.P. Morgan Securities Llc
  Evanston, IL
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
• 2019-04-11 → 2019-04-17
  Midwestern Securities Trading Company, Llc
  East Peoria, IL
  East Peoria, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-11-28

Designations

• Certified Financial Planner

Other Names

• Alec William Sessing
• Alec W. Sessing