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Alexander Armster-Wikoff

Strategic Advisers LLC

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Portland, OR • 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
Self Employed Berlin 02/2017 02/2020
Self-Employed Berlin 09/2015 02/2017
Morgan Stanley Smith Barney Llc New York NY 03/2020 11/2021
Fidelity Investments Portland OR 11/2022 Present
Unemployed Portland OR 12/2021 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 02/2020
    Self Employed
    Berlin
  • 09/2015 → 02/2017
    Self-Employed
    Berlin
  • 03/2020 → 11/2021
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 11/2022 → Present
    Fidelity Investments
    Portland, OR
  • 12/2021 → 08/2022
    Unemployed
    Portland, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, OR
  • 2020-05-27 → 2021-11-22
    Morgan Stanley
    New York, NY
    Beverly Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-27
  • S66 Uniform Combined State Law Examination
    2020-05-27
Other Names
  • Alexander Sebastian Armster-Wikoff

View on SEC IAPD

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