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Alexa Rae Robinson

Strategic Advisers LLC

South Milwaukee, WI

CRD 7501370

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

South Milwaukee, WI • 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
Lee County Parks And Recreation Fort Myers FL 06/2010 06/2017
Trader Joe's Milwaukee WI 08/2020 01/2022
Fenn Chiropractic Tallahassee FL 05/2018 06/2020
Bj's Restaurant & Brewhouse Tallahassee FL 06/2016 06/2018
Lake Tribe Brewing Co. Tallahassee FL 10/2019 06/2020
Bottle House 42 Milwaukee WI 09/2021 01/2022
Fidelity Investments Brookfield WI 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2010 → 06/2017
    Lee County Parks And Recreation
    Fort Myers, FL
  • 08/2020 → 01/2022
    Trader Joe's
    Milwaukee, WI
  • 05/2018 → 06/2020
    Fenn Chiropractic
    Tallahassee, FL
  • 06/2016 → 06/2018
    Bj's Restaurant & Brewhouse
    Tallahassee, FL
  • 10/2019 → 06/2020
    Lake Tribe Brewing Co.
    Tallahassee, FL
  • 09/2021 → 01/2022
    Bottle House 42
    Milwaukee, WI
  • 01/2022 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
  • S66 Uniform Combined State Law Examination
    2023-02-06
Other Names
  • Alexa Rae Galewski

View on SEC IAPD

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