Alec James Ragusa

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

• 01/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2021 → 08/2021
  State Street Global Advisors
  Boston, MA
• 08/2018 → 05/2022
  Merrimack College
  North Andover, MA
• 06/2020 → 07/2020
  Doordash
  Canton, MA
• 04/2020 → 06/2020
  Instacart
  Canton, MA
• 04/2018 → 12/2019
  Blue Hill Country Club
  Canton, MA
• 09/2014 → 05/2018
  Canton High School
  Canton, MA
• 05/2022 → 11/2022
  Unemployed
  Canton, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  2023-05-09

Other Names

• Alec James Ragusa
• Alec Ragusa