Alejandro Leal

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

• 06/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 01/2019 → 05/2022
  Florida International University
  Miami, FL
• 10/2021 → 12/2021
  Latin American Agribusiness Development Corporation
  Miami, FL
• 05/2019 → 08/2019
  Dunkin Donut'S
  Miami, FL
• 08/2018 → 12/2018
  Stonehill College
  Easton, FL
• 08/2012 → 05/2018
  Riviera Preparatory
  Miami, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-126263|OrgNmn:Youtube|Org Addr:jacksonvil,Florida,US|OBA Nature:Youtube channel about video ga|Invst Rel:N|Title:Sole Proprietor|Duties:Make videos on playing the video game War Thunder|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06
• S63 Uniform Securities Agent State Law Examination
  2022-10-03