Alexis Tucker

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

• 05/2023 → 11/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2023 → 11/2023
  Northwestern Mutual Investment Services Llc
  Princeton, NJ
• 09/2023 → 11/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2017 → 09/2017
  Unemployed
  Bayonne, NJ
• 09/2018 → 05/2019
  Rutgers School Of Arts And Sciences
  New Brunswick, NJ
• 05/2023 → 11/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2023 → 05/2023
  Unemployed
  Ewing, NJ
• 09/2015 → 05/2017
  Moorpark Community College
  Moorpark, CA
• 09/2023 → 11/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2023 → 02/2024
  Unemployed
  Ewing, NJ
• 06/2021 → 08/2021
  Nexgen Financial Group
  Iselin, NJ
• 03/2022 → 03/2023
  Massmutual Tri State
  Iselin, NJ
• 09/2019 → 01/2022
  Rutgers Business School
  Piscataway, NJ
• 03/2015 → 07/2017
  Tgi Fridays
  Woodland Hills, CA
• 12/2021 → 01/2023
  Massmutual Tri State
  Iselin, NJ
• 03/2021 → 03/2022
  Massmutual Tri State
  Pennington, NJ
• 09/2017 → 04/2019
  Tgi Fridays
  Princeton, NJ
• 05/2020 → 03/2021
  Heart To Hearts, Inc
  Lawrenceville, NJ
• 09/2017 → 05/2018
  Student
  West Windsor, NJ
• 04/2019 → 05/2020
  Unemployed
  Ewing, NJ
• 02/2024 → Present
  Fidelity Investments
  Princeton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ewing, NJ
  Princeton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-06-17
• S63 Uniform Securities Agent State Law Examination
  2023-08-05

Other Names

• Alexis Ranzinger
• Alexis Leone Ranzinger
• Alexis Leone Ranzinger
• Alexis Leone Tucker
• Ali Tucker