Carlos Alejandro Massana

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

• 08/2021 → 01/2022
  Peter Millar
  Durham, NC
• 02/2020 → 08/2021
  Target
  Chapel Hill, NC
• 11/2019 → 02/2020
  Epilogue
  Chapel Hill, NC
• 06/2020 → 08/2020
  Civitas Institute
  Raleigh, NC
• 06/2019 → 11/2019
  Unemployed
  Chapel Hill, NC
• 11/2018 → 06/2019
  Barnes & Noble
  Cary, NC
• 02/2018 → 11/2018
  Harris Teeter
  Cary, NC
• 01/2022 → Present
  Fidelity Investments
  Durham, NC
• 01/2020 → 11/2020
  Orange County Board Of Elections
  Hillsborough, NC
• 09/2018 → 11/2018
  Wake County Board Of Elections
  Raleigh, NC
• 06/2017 → 08/2017
  University Of Puerto Rico
  Rico Piedras, PR
• 08/2016 → 05/2017
  University Of Puerto Rico
  Mayaguez, PR
• 01/2018 → 05/2019
  Wake Technical Community College
  Raleigh, NC
• 08/2019 → 12/2021
  University Of North Carolina
  Chapel Hill, NC
• 09/2017 → 01/2018
  Unemployed
  Cary, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-05-09
• S63 Uniform Securities Agent State Law Examination
  2022-11-09

Other Names

• Carlos Alejandro Massana
• Carlos Alejandro Massana Omar