Alec Francis

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

• 09/2018 → 04/2020
  Sacred Heart University Admissions
  Fairfield, CT
• 04/2022 → 02/2024
  Massmutual Life Insurance Co
  Warren, NJ
• 08/2018 → 05/2022
  Sacred Heart University
  Fairfield, CT
• 05/2021 → 07/2021
  Lowes Home Improvement
  East Rutherford, NJ
• 10/2021 → 05/2022
  Livfree Today
  Fairfield, CT
• 07/2021 → 02/2022
  Equinox Group
  Southport, CT
• 06/2022 → 02/2024
  Mml Investors Services, Llc
  Warren, NJ
• 05/2012 → 07/2018
  Student
  Little Ferry, NJ
• 04/2020 → 08/2020
  Lowes Home Improvement
  East Rutherford, NJ
• 04/2017 → 08/2018
  Chick Fil' A
  Teterburo, NJ
• 03/2024 → Present
  Fidelity Investments
  Paramus, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ
• 2022-10-21 → 2024-02-06
  Mml Investors Services, Llc
  Warren, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-10-06

Designations

• Certified Financial Planner

Other Names

• Alec Francis
• Alec Joseph Francis