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Alexander Beatteay Grieve

Strategic Advisers LLC

Long Beach, CA

Seal Beach, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Long Beach, CA • United States

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • 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
Fidelity Brokerage Services Llc Seal Beach CA 06/2018 06/2019
Cibc Atlantic Trust Boston MA 05/2017 06/2018
Bentley Univervisity Waltham MA 09/2016 05/2017
Professional Hockey Player Anchorage AK 05/2015 09/2016
Fidelity Investments Canada Ulc Calgary 09/2019 05/2021
Fidelity Investments Seal Beach CA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 06/2019
    Fidelity Brokerage Services Llc
    Seal Beach, CA
  • 05/2017 → 06/2018
    Cibc Atlantic Trust
    Boston, MA
  • 09/2016 → 05/2017
    Bentley Univervisity
    Waltham, MA
  • 05/2015 → 09/2016
    Professional Hockey Player
    Anchorage, AK
  • 09/2019 → 05/2021
    Fidelity Investments Canada Ulc
    Calgary
  • 07/2021 → Present
    Fidelity Investments
    Seal Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seal Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-09
S66 Uniform Combined State Law Examination 2021-09-17
S63 Uniform Securities Agent State Law Examination 2018-12-19
  • S65 Uniform Investment Adviser Law Examination
    2022-02-09
  • S66 Uniform Combined State Law Examination
    2021-09-17
  • S63 Uniform Securities Agent State Law Examination
    2018-12-19
Other Names
  • Alex Grieve

View on SEC IAPD

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