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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-27
  • CA RA
    APPROVED
    Since 2026-05-27

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, CA • 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
Fidelity Investments Campbell CA 05/2026 Present
Fisher Investments Plano TX 04/2025 04/2026
Charles Schwab Bank, Ssb Phoenix AZ 11/2021 04/2025
Desert Financial Wealth Management Glendale AZ 01/2020 10/2021
Bank Of America, N.A. Jacksonville FL 07/2014 01/2020
Raymond James Financial Services, Inc. Glendale AZ 01/2020 10/2021
Desert Financial Credit Union Glendale AZ 01/2020 10/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 04/2014 01/2020
Raymond James Financial Services Advisors, Inc. Glendale AZ 01/2020 10/2021
Charles Schwab & Co., Inc. Phoenix AZ 11/2021 04/2025
Previous Registrations
Other Businesses

OBA-131456|OrgNmn:F45|Org Addr:Willow Gle,California,US|OBA Nature:Fitness Studio|Invst Rel:N|Title:Employee|Duties:Fitness instructor|StrtDt:06-30-26|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-02
  • S66 Uniform Combined State Law Examination
    2014-08-02
Other Names
  • Alexander Brea
  • Alexander Javier-O'NEal Brea
  • Alex Brea
  • Alexander Javier-Oneal Brea

View on SEC IAPD

Other Firms

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