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Alexander Kurkuvelos

Strategic Advisers LLC

Natick, MA

Chestnut Hill, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Natick, MA • United States

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • 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
Morgan Stanley Boston MA 07/2013 11/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 11/2016
Fidelity Brokerage Services Llc Boston MA 11/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 11/2016
    Morgan Stanley
    Boston, MA
  • 01/2015 → 11/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2016 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 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
  • 2017-01-11 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
  • 2013-09-25 → 2016-11-23
    Morgan Stanley
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-25
  • S66 Uniform Combined State Law Examination
    2013-09-25

View on SEC IAPD

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