James Alessandro

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
NC	RA	APPROVED	2025-03-31
SC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
SC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Fort Mill, SC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Tiaa-Cref Individual & Institutional Services, Llc	New York	NY	04/1990	11/2020
Tiaa	New York	NY	04/1990	11/2020
Fidelity Investments	Durham	NC	12/2021	Present
Unemployed	Waxhaw	NC	11/2020	12/2021
Fidelity Investments	Boston	MA	03/2025	Present

04/1990 → 11/2020

Tiaa-Cref Individual & Institutional Services, Llc

New York, NY
04/1990 → 11/2020

Tiaa

New York, NY
12/2021 → Present

Fidelity Investments

Durham, NC
11/2020 → 12/2021

Unemployed

Waxhaw, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-02-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Fort Mill, SC

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-02
S63	Uniform Securities Agent State Law Examination	1991-04-29

S66 Uniform Combined State Law Examination

2021-07-02
S63 Uniform Securities Agent State Law Examination

1991-04-29

Designations

View on SEC IAPD

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