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Alexander Sacco

Strategic Advisers LLC

Durham, NC

Raleigh, NC

CRD 7512127

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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
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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
Gray & Creech Office Solutions Raleigh NC 07/2021 11/2021
5 Star Design Window Tinting & Graphics Raleigh NC 02/2021 10/2021
Pest And Termite Consultants Raleigh NC 08/2020 02/2021
Brasa Brazilian Steakhouse Raleigh NC 09/2019 08/2020
Runnit Inc. Greensboro NC 09/2018 06/2019
Acquire Nc Raleigh NC 07/2018 10/2018
Traditions In Tile Raleigh NC 04/2017 06/2018
Belk, Inc. Raleigh NC 11/2016 03/2017
Brasa Brazilian Steakhouse Raleigh NC 09/2015 10/2016
Fidelity Investments Durham NC 02/2022 Present
Unemployed Raleigh NC 11/2021 02/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 11/2021
    Gray & Creech Office Solutions
    Raleigh, NC
  • 02/2021 → 10/2021
    5 Star Design Window Tinting & Graphics
    Raleigh, NC
  • 08/2020 → 02/2021
    Pest And Termite Consultants
    Raleigh, NC
  • 09/2019 → 08/2020
    Brasa Brazilian Steakhouse
    Raleigh, NC
  • 09/2018 → 06/2019
    Runnit Inc.
    Greensboro, NC
  • 07/2018 → 10/2018
    Acquire Nc
    Raleigh, NC
  • 04/2017 → 06/2018
    Traditions In Tile
    Raleigh, NC
  • 11/2016 → 03/2017
    Belk, Inc.
    Raleigh, NC
  • 09/2015 → 10/2016
    Brasa Brazilian Steakhouse
    Raleigh, NC
  • 02/2022 → Present
    Fidelity Investments
    Durham, NC
  • 11/2021 → 02/2022
    Unemployed
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-111512|OrgNmn:Boosted Media LLC dba Boosted Marketing|Org Addr:Durham,North Caro,US|OBA Nature:I provide online/digital marke|Invst Rel:N|Title:Sole Proprietor|Duties:My duties include content creation, copywriting, managing PPC advertising, and other various digital marketing services. |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-21
S63 Uniform Securities Agent State Law Examination 2022-06-06
  • S66 Uniform Combined State Law Examination
    2024-02-21
  • S63 Uniform Securities Agent State Law Examination
    2022-06-06
Other Names
  • Alexander Greyson Sacco

View on SEC IAPD

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