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Alexander David Israel

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 8061267

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-10
TX RA APPROVED 2026-07-02
  • FL RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-02

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Unemployed Weston FL 08/2019 09/2019
Tax Defense Network Jacksonville FL 02/2025 02/2025
Chewy Inc. Hollywood FL 07/2019 08/2019
Student Gainesville FL 08/2016 04/2019
Tax And Business Advisors Jacksonville FL 01/2024 04/2024
Subway Ip Llc. Gainesville FL 08/2018 07/2019
Unemployed Jacksonville FL 06/2023 07/2023
Redwire Space Jacksonville FL 09/2019 04/2022
Mullan Inc Jacksonville FL 04/2023 04/2023
Tax And Business Advisors Jacksonville FL 01/2023 06/2023
Fidelity Investments Jacksonville FL 03/2025 Present
Haftal Llc Jacksonville FL 04/2022 04/2023
Trailer Bridge Jacksonville FL 07/2023 11/2024
Unemployed Jacksonville FL 11/2024 02/2025
  • 08/2019 → 09/2019
    Unemployed
    Weston, FL
  • 02/2025 → 02/2025
    Tax Defense Network
    Jacksonville, FL
  • 07/2019 → 08/2019
    Chewy Inc.
    Hollywood, FL
  • 08/2016 → 04/2019
    Student
    Gainesville, FL
  • 01/2024 → 04/2024
    Tax And Business Advisors
    Jacksonville, FL
  • 08/2018 → 07/2019
    Subway Ip Llc.
    Gainesville, FL
  • 06/2023 → 07/2023
    Unemployed
    Jacksonville, FL
  • 09/2019 → 04/2022
    Redwire Space
    Jacksonville, FL
  • 04/2023 → 04/2023
    Mullan Inc
    Jacksonville, FL
  • 01/2023 → 06/2023
    Tax And Business Advisors
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 04/2022 → 04/2023
    Haftal Llc
    Jacksonville, FL
  • 07/2023 → 11/2024
    Trailer Bridge
    Jacksonville, FL
  • 11/2024 → 02/2025
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2025-07-22
  • S66 Uniform Combined State Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2025-07-22
Other Names
  • Alexander Israel

View on SEC IAPD

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