Alison Lush

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
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Tucson, AZ • United States

Tucson, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • 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
Fidelity Brokerage Services Llc	Tucson	AZ	03/2016	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2016 → Present

Fidelity Brokerage Services Llc

Tucson, AZ
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Tucson, AZ

Tucson, AZ
2017-01-04 → 2018-07-13

Strategic Advisers Llc

Tucson, AZ

Tucson, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-21
S63	Uniform Securities Agent State Law Examination	2013-07-22

S66 Uniform Combined State Law Examination

2016-12-21
S63 Uniform Securities Agent State Law Examination

2013-07-22

Other Names

Alison Lee Gwerder
Alison Lee Gwerder
Alison Lee Lush

View on SEC IAPD

More in Tucson, AZ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor