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Alexandra Leclair

Strategic Advisers LLC

Chestnut Hill, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Boston, MA • 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
Ubs Financial Services New York NY 08/2016 12/2016
Fidelity Investments Institutional Services Company, Inc Smithfield RI 06/2017 12/2019
Wagner College Staten Island NY 12/2016 06/2017
Fidelity Brokerage Services, Llc Chestnut Hill MA 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2016
    Ubs Financial Services
    New York, NY
  • 06/2017 → 12/2019
    Fidelity Investments Institutional Services Company, Inc
    Smithfield, RI
  • 12/2016 → 06/2017
    Wagner College
    Staten Island, NY
  • 01/2020 → Present
    Fidelity Brokerage Services, Llc
    Chestnut Hill, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-18
S63 Uniform Securities Agent State Law Examination 2017-08-10
  • S65 Uniform Investment Adviser Law Examination
    2020-05-18
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10
Other Names
  • Alexandra F Leclair
  • Alexandra Leclair
  • Alexandra Faith Leclair

View on SEC IAPD

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SCHWAB WEALTH ADVISORY, INC.
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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