Iliana Alexandrova

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

• 01/2015 → 06/2017
  Jpmorgan Securities Llc
  Sherman Oaks, CA
• 08/2014 → 06/2017
  Jpmorgan Chase Bank
  Sun Valley, CA
• 06/2017 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA
• 01/2018 → 06/2018
  Bank Of America, N.A.
  Pasadena, CA
• 06/2018 → 12/2020
  Bank Of The West
  Glendale, CA
• 06/2018 → 12/2020
  Bancwest Investment Services, Inc
  Glendale, CA
• 02/2022 → Present
  Fidelity Investments
  Pasadena, CA
• 12/2020 → 02/2022
  Unemployed
  North Hollywood, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pasadena, CA
• 2018-06-25 → 2020-12-31
  Bancwest Investment Services, Inc.
  Glendale, CA
  Burbank, CA
  Burbank, CA
  Encino, CA
  Valencia, CA
  Chatsworth, CA
  Northridge, CA
• 2017-10-18 → 2018-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-10-17
• S63 Uniform Securities Agent State Law Examination
  2015-04-08

Other Names

• Iliana Alexandrova
• Iliana Alexandrova Alexandrova
• Iliana Alexandrova Alexandrova