Holly Alcarese

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

• 03/2026 → Present
  Fidelity Investments
  Willis, TX
• 03/2026 → Present
  Fidelity Brokerage Services Llc
  Willis, TX
• 02/2026 → 03/2026
  Unemployed
  Willis, TX
• 06/2025 → 02/2026
  Ubs
  The Woodlands, TX
• 04/2024 → 05/2025
  Fidelity Investments
  Willis, TX
• 12/2022 → 04/2024
  Fidelity Investments
  Greenwood Village, CO
• 03/2022 → 12/2022
  Unemployed
  Spring, TX
• 06/2021 → 03/2022
  Ward Chiropractic Center
  Spring, TX
• 01/2021 → 06/2021
  Rock Solid Sports Recovery
  Castle Rock, CO
• 10/2020 → 01/2021
  Mountain View Pain Center
  Greenwood Village, CO
• 03/2020 → 10/2020
  Unemployed
  Anchorage, AK
• 08/2019 → 03/2020
  Whole Family Chiropractice
  Anchorage, AK
• 08/2019 → 08/2019
  Blush Boutique
  Anchorage, AK
• 05/2019 → 08/2019
  Unemployed
  Anchorage, AK
• 03/2019 → 05/2019
  Crush Wine Bar
  Castle Rock, CO
• 01/2019 → 03/2019
  Unemployed
  Castle Rock, CO
• 08/2018 → 01/2019
  Staff Solve
  Houston, TX
• 10/2017 → 08/2018
  Massage Envy
  Magnolia, TX
• 06/2016 → 10/2017
  Unemployed
  Montgomery, TX

Previous Registrations

• 2025-08-13 → 2026-02-16
  Ubs Financial Services Inc.
  The Woodlands, TX
• 2025-03-31 → 2025-06-06
  Strategic Advisers Llc
  Willis, TX
  Boston, MA
• 2024-08-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Willis, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-07-31
• S63 Uniform Securities Agent State Law Examination
  2023-07-03

Other Names

• Holly Ann Alcarese
• Holly Ann Alcarese
• Holly Ann Alcarese
• Holly Alcarese