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Alexander Veloz

Strategic Advisers LLC

Lawrence, MA

Merrimack, NH

CRD 7586299

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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
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lawrence, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Lowell Public Schools Lowell MA 03/2022 06/2022
Bellesini Academy Lawrence MA 08/2021 03/2022
Haverhill Public Schools Haverhill MA 08/2020 08/2021
Family Services Of The Merrimack Valley Lawrence MA 08/2016 08/2019
Lowell Public Schools Lowell MA 04/2018 08/2020
Fidelity Investments Merrimack NH 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → 06/2022
    Lowell Public Schools
    Lowell, MA
  • 08/2021 → 03/2022
    Bellesini Academy
    Lawrence, MA
  • 08/2020 → 08/2021
    Haverhill Public Schools
    Haverhill, MA
  • 08/2016 → 08/2019
    Family Services Of The Merrimack Valley
    Lawrence, MA
  • 04/2018 → 08/2020
    Lowell Public Schools
    Lowell, MA
  • 06/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-126050|OrgNmn:TBD|Org Addr:Methuen,Massachuse,US|OBA Nature:Vending Machine|Invst Rel:N|Title:Partner|Duties:Vending Machine|StrtDt:01-01-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-08
S63 Uniform Securities Agent State Law Examination 2022-11-04
  • S66 Uniform Combined State Law Examination
    2023-09-08
  • S63 Uniform Securities Agent State Law Examination
    2022-11-04
Other Names
  • Alexander Paul Veloz
  • Alexander Veloz

View on SEC IAPD

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