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Sophia Alvarez

Strategic Advisers LLC

Boston, MA

Lexington, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

801 Boylston Street, Boston, MA 02116-2625 • United States

Lexington, MA • 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
Fhia Jacksonville FL 09/2019 11/2019
Skywalker Group Saipan 06/2015 06/2019
Fidelity Brokerage Services Llc Jacksonville FL 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 11/2019
    Fhia
    Jacksonville, FL
  • 06/2015 → 06/2019
    Skywalker Group
    Saipan
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-04
S63 Uniform Securities Agent State Law Examination 2020-03-13
  • S66 Uniform Combined State Law Examination
    2021-05-04
  • S63 Uniform Securities Agent State Law Examination
    2020-03-13
Other Names
  • Sophia Romanillos Alvarez
  • Sophia Alvarez

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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