Alison Silva

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 09/2018
  Sc Distributors Llc
  Newport Beach, CA
• 09/2018 → 01/2019
  The M&A Group, Llc
  Minneapolis, MN
• 09/2018 → 01/2019
  Legendary Capital
  Fargo, ND
• 02/2019 → 06/2020
  Highland Capital Funds Distributor, Inc.
  Dallas, TX
• 06/2020 → Present
  Fidelity Brokerage Services Llc
  Plano, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Plano, TX

Other Businesses

OBA-94818|OrgNmn:Poshmark|Org Addr:Dallas,Texas,US|OBA Nature:clothing |Invst Rel:N|Title:no title or postion - just 1099 i|Duties:none |StrtDt:12-15-22|TotHrs/mon:2|TrdHrs/mon:0|OBA-106307|OrgNmn:Knox Growth Partners, LLC |Org Addr:Dallas,Texas,US|OBA Nature:real estate and other investme|Invst Rel:Y|Title:member of LLC |Duties:none |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11
• S63 Uniform Securities Agent State Law Examination
  2011-07-16

Other Names

• Alison Lee Silva