Alonzo Adams

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
MO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

St. Louis, MO • 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
Hsbc Bank Usa, N.A.	New York	NY	07/2016	11/2018
Hsbc Securities (Usa) Inc.	New York	NY	07/2016	11/2018
Facet Wealth	Baltimore	MD	08/2019	03/2020
Fidelity Investments	St. Louis	MO	10/2020	Present
Unemployed	New York	NY	03/2020	10/2020
Unemployed	New York	NY	11/2018	08/2019
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → 11/2018

Hsbc Bank Usa, N.A.

New York, NY
07/2016 → 11/2018

Hsbc Securities (Usa) Inc.

New York, NY
08/2019 → 03/2020

Facet Wealth

Baltimore, MD
10/2020 → Present

Fidelity Investments

St. Louis, MO
03/2020 → 10/2020

Unemployed

New York, NY
11/2018 → 08/2019

Unemployed

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-07-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Clayton, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-02
S63	Uniform Securities Agent State Law Examination	2010-11-15

S65 Uniform Investment Adviser Law Examination

2022-07-02
S63 Uniform Securities Agent State Law Examination

2010-11-15

Other Names

Alonzo J Adams
Alonzo Adams
Alonzo Jerome Adams
Alonzo J Adams
Alonzo Jerome Adams
Alonzo Jerome Adams

View on SEC IAPD

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