Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Tucson, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • 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
Bank Of America, N.A. Tucson AZ 08/2016 11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 08/2016 11/2019
Jp Morgan Chase Bank, N.A. Tucson AZ 11/2019 06/2020
Fidelity Investments Tucson AZ 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 11/2019
    Bank Of America, N.A.
    Tucson, AZ
  • 08/2016 → 11/2019
    Tucson, AZ
  • 11/2019 → 06/2020
    Jp Morgan Chase Bank, N.A.
    Tucson, AZ
  • 07/2020 → Present
    Fidelity Investments
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-20
  • S66 Uniform Combined State Law Examination
    2014-06-20
Other Names
  • Alicia Christie Cassar
  • Alicia Riddle
  • Alicia Cassar Riddle

View on SEC IAPD

More in Tucson, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor