Aleksandr Alan Marshall

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

• 04/2018 → 07/2022
  Boxboro Regency
  Boxborough, MA
• 04/2018 → 07/2022
  Boxboro Regency
  Boxborough, MA
• 04/2018 → 07/2022
  Boxboro Regency
  Boxborough, MA
• 05/2019 → 05/2022
  Massachusetts Army National Guard
  Devens, MA
• 08/2015 → 06/2019
  Westford Academy
  Westford, MA
• 09/2020 → 12/2021
  University Of Massachusetts Dartmouth
  North Dartmouth, MA
• 08/2022 → Present
  Fidelity Investments
  Covington, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Tysons Corner, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-09
• S63 Uniform Securities Agent State Law Examination
  2022-12-09