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Alexandra Peri Stewart

Strategic Advisers LLC

Overland Park, KS

Overland Park, KS

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Overland Park, KS • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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
Jpmorgan Chase Bank, N.A. Madison WI 04/2018 01/2023
Bmo Harris Bank Madison WI 03/2018 04/2018
La Kitchenette Madison WI 11/2017 02/2018
University Of Wisconsin Madison WI 01/2015 12/2018
Bmo Harris Bank Milwaukee WI 11/2015 03/2018
J.P. Morgan Securities Llc Philadelphia PA 02/2019 01/2023
Sprecher Restaurant And Pub Watertown WI 08/2019 10/2019
Fidelity Investments Overland Park KS 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 01/2023
    Jpmorgan Chase Bank, N.A.
    Madison, WI
  • 03/2018 → 04/2018
    Bmo Harris Bank
    Madison, WI
  • 11/2017 → 02/2018
    La Kitchenette
    Madison, WI
  • 01/2015 → 12/2018
    University Of Wisconsin
    Madison, WI
  • 11/2015 → 03/2018
    Bmo Harris Bank
    Milwaukee, WI
  • 02/2019 → 01/2023
    J.P. Morgan Securities Llc
    Philadelphia, PA
  • 08/2019 → 10/2019
    Sprecher Restaurant And Pub
    Watertown, WI
  • 01/2023 → Present
    Fidelity Investments
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-03
S63 Uniform Securities Agent State Law Examination 2019-05-09
  • S66 Uniform Combined State Law Examination
    2023-05-03
  • S63 Uniform Securities Agent State Law Examination
    2019-05-09
Other Names
  • Sandy Stewart
  • Alexandra Peri Stewart
  • Alexandra Stewart

View on SEC IAPD

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