Alexandra Leclair

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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