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Alex Masaki

Strategic Advisers LLC

Lynnwood, WA

Bellevue, WA

Redmond, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-22
WA RA APPROVED 2025-06-02
  • TX RA
    APPROVED_RES
    Since 2025-12-22
  • WA RA
    APPROVED
    Since 2025-06-02

Branch Locations

Lynnwood, WA • United States

2018 156Th Ave Suite 100, Bellevue, WA 98007-3825 • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • 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
Ameriprise Financial Services, Llc Mercer Island WA 02/2023 03/2025
La Fitness Lynnwood WA 03/2015 02/2023
Fidelity Investments Redmond WA 04/2025 Present
  • 02/2023 → 03/2025
    Ameriprise Financial Services, Llc
    Mercer Island, WA
  • 03/2015 → 02/2023
    La Fitness
    Lynnwood, WA
  • 04/2025 → Present
    Fidelity Investments
    Redmond, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-06
S63 Uniform Securities Agent State Law Examination 2022-06-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-06
  • S63 Uniform Securities Agent State Law Examination
    2022-06-11
Other Names
  • Alex Seiji Masaki
  • Alex Masaki

View on SEC IAPD

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