Alexander Kurkuvelos

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

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

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-25