Alisha Randall

Strategic Advisers LLC

Cardiff-By-The-Sea, CA

Newport Beach, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Cardiff-By-The-Sea, CA • United States

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2019	06/2021
Morgan Run Country Club - Club Corp	Rancho Santa Fe	CA	01/2015	10/2019
Fitwall	Solana Beach	CA	11/2015	10/2019
Envie / Fitness Accomplished	Encinitas	CA	04/2016	12/2017
Fidelity Investments	San Diego	CA	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2019 → 06/2021

Edward Jones

St Louis, MO
01/2015 → 10/2019

Morgan Run Country Club - Club Corp

Rancho Santa Fe, CA
11/2015 → 10/2019

Fitwall

Solana Beach, CA
04/2016 → 12/2017

Envie / Fitness Accomplished

Encinitas, CA
06/2021 → Present

Fidelity Investments

San Diego, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-08-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA
2019-12-17 → 2021-06-24

Edward Jones

St Louis, MO

Cardiff By The Sea, CA

Encinitas, CA

Cardiff By The Sea, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-16

S66 Uniform Combined State Law Examination

2019-12-16

Other Names

Alisha Marie Maltezos
Alisha Marie Randall
Alisha Randall

View on SEC IAPD

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