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Alphonse Alexandre

Strategic Advisers LLC

Novato, CA

San Rafael, CA

Larkspur, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Novato, CA • United States

1000 4Th Street, San Rafael, CA 94901-3122 • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • 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
Merrill Lynch, Pierce, Fenner & Smith Inc. San Mateo CA 08/2011 02/2018
Merrill Lynch, Pierce, Fenner & Smith Inc. San Mateo CA 02/2018 04/2021
Fidelity Investments Larkspur CA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 02/2018
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    San Mateo, CA
  • 02/2018 → 04/2021
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    San Mateo, CA
  • 04/2021 → Present
    Fidelity Investments
    Larkspur, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
  • 2011-09-16 → 2021-04-26
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Belmont, CA
    Redwood City, CA
    Sacramento, CA
    Redwood City, CA
    Redwood City, CA
    San Mateo, CA
    Sunnyvale, CA
    San Mateo, CA
    Belmont, CA
    San Mateo, CA
    San Mateo, CA
    San Mateo, CA
    Belmont, CA
    San Mateo, CA
    Belmont, CA
    Palo Alto, CA
  • 2010-05-24 → 2011-08-25
    Citigroup Global Markets Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2007-12-04 → 2008-06-10
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 2006-06-29 → 2007-11-20
    Banc Of America Investment Services, Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-28
  • S66 Uniform Combined State Law Examination
    2006-06-28
Other Names
  • Alphonse Alexandre
  • Alphonse Frerot Alexandre
  • Alphonse Alex Alexandre
  • Alphonse Alexandre
  • Alphonse Alexandre

View on SEC IAPD

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