Waleska M. Alvarez

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Pawtucket, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Citizens Securities	Riverside	RI	08/2015	07/2017
Citizens Securities, Inc.	Johnston	RI	07/2017	05/2022
Fidelity Investments	Covington	KY	05/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → 07/2017

Citizens Securities

Riverside, RI
07/2017 → 05/2022

Citizens Securities, Inc.

Johnston, RI
05/2022 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-09-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI
2018-06-15 → 2022-05-23

Citizens Securities, Inc.

Boston, MA

Johnston, RI

Pawtucket, RI

Johnston, RI

Wakefield, RI

Warwick, RI

Johnston, RI

Bridgeport, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-14
S63	Uniform Securities Agent State Law Examination	2011-08-25

S66 Uniform Combined State Law Examination

2018-06-14
S63 Uniform Securities Agent State Law Examination

2011-08-25

Other Names

Waleska Marie Alvarez

View on SEC IAPD

More in Pawtucket, RI

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor