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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
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Leesburg, FL • United States

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • 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
Fidelity Investments The Villages FL 01/2023 Present
Wells Fargo Bank Leesburg FL 06/2021 01/2023
Wells Fargo Bank Leesburg FL 12/2020 06/2021
Wells Fargo Bank Mount Dora FL 04/2017 12/2020
Rodellos Italian Restaurant Leesburg FL 06/2018 07/2019
La Palma Mexican Grill Leesburg FL 11/2015 12/2019
Lake-Sumter State College Leesburg FL 08/2015 05/2017
University Of Central Florida Orlando FL 08/2018 04/2019
Florida International University Miami FL 01/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    The Villages, FL
  • 06/2021 → 01/2023
    Wells Fargo Bank
    Leesburg, FL
  • 12/2020 → 06/2021
    Wells Fargo Bank
    Leesburg, FL
  • 04/2017 → 12/2020
    Wells Fargo Bank
    Mount Dora, FL
  • 06/2018 → 07/2019
    Rodellos Italian Restaurant
    Leesburg, FL
  • 11/2015 → 12/2019
    La Palma Mexican Grill
    Leesburg, FL
  • 08/2015 → 05/2017
    Lake-Sumter State College
    Leesburg, FL
  • 08/2018 → 04/2019
    University Of Central Florida
    Orlando, FL
  • 01/2020 → 04/2021
    Florida International University
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Villages, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2023-05-02
Other Names
  • Alejandra Vazquez Acosta
  • Alejandra Torres
  • Alejandra Vazquezacosta

View on SEC IAPD

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