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Alina M. Andrecan

Strategic Advisers LLC

Middleton, WI

Middleton, WI

CRD 6200602

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Middleton, WI • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • 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 Incorporated Rolling Meadows IL 03/2016 09/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 09/2019 11/2021
Fidelity Investments Chicago IL 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-20
  • S66 Uniform Combined State Law Examination
    2014-08-20
Other Names
  • Alina M Pop
  • Alina Mariana Flagg
  • Alina M Flagg
  • Alina M. Flagg

View on SEC IAPD

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