Alexander Roberts

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-14
MD	RA	APPROVED	2026-04-06
VA	RA	APPROVED	2026-04-06

TX RA
APPROVED

Since 2026-08-14
MD RA
APPROVED

Since 2026-04-06
VA RA
APPROVED

Since 2026-04-06

Branch Locations

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States

Arlington, VA • 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
Unemployed	Glastonbury	CT	08/2023	05/2024
Clarity	Vienna	VA	01/2018	08/2022
Tipsy Cow	Madison	WI	06/2025	08/2025
Unemployed	Glastonbury	CT	09/2024	06/2025
Unemployed	Glastonbury	CT	12/2015	01/2018
Evelyn Rose	Vienna	VA	10/2025	12/2025
Belair Cantina	Madison	WI	05/2024	09/2024
Unemployed	Madison	VA	08/2022	05/2023
Fidelity Investments	Annapolis	MD	12/2025	Present
Lifetime Fitness	Reston	VA	05/2023	08/2023
Unemployed	Glastonbury	CT	08/2025	10/2025

08/2023 → 05/2024

Unemployed

Glastonbury, CT
01/2018 → 08/2022

Clarity

Vienna, VA
06/2025 → 08/2025

Tipsy Cow

Madison, WI
09/2024 → 06/2025

Unemployed

Glastonbury, CT
12/2015 → 01/2018

Unemployed

Glastonbury, CT
10/2025 → 12/2025

Evelyn Rose

Vienna, VA
05/2024 → 09/2024

Belair Cantina

Madison, WI
08/2022 → 05/2023

Unemployed

Madison, VA
12/2025 → Present

Fidelity Investments

Annapolis, MD
05/2023 → 08/2023

Lifetime Fitness

Reston, VA
08/2025 → 10/2025

Unemployed

Glastonbury, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-27

S66 Uniform Combined State Law Examination

2026-03-27

View on SEC IAPD

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Other Investors

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JAMES WILSON THOMAS

Stefen Thomas Main

SAMANTHA MARIE LONG

Daniel Maris Beigel

JOSEPH WALLACE DUBINSKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD

CETERA INVESTMENT ADVISERS LLC · Annapolis, MD

RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD

AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD

MARINER INDEPENDENT · Annapolis, MD

EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD

WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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