Alexis Garside

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

• 05/2015 → 03/2022
  Acosta Sales And Marketing
  Marlborough, MA
• 02/2016 → 07/2017
  Sas Retail Services
  Orange, CA
• 06/2019 → 05/2022
  American Eagle Outfitters
  Tilton, NH
• 01/2020 → 01/2020
  T-Bones/Cactus Jacks
  Laconia, NH
• 07/2021 → 04/2022
  Kimball's Cav'eRn
  Pembroke, NH
• 04/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 06/2016 → 05/2019
  New Hampshire Technical Institute Nhti
  Concord, NH
• 08/2019 → 05/2020
  University Of New Hampshire
  Manchester, NH
• 08/2020 → 05/2022
  Southern New Hampshire University Snhu
  Manchester, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2023-07-07
• S63 Uniform Securities Agent State Law Examination
  2022-08-08

Other Names

• Alexis Nicole Garside
• Alexis Garside