Alexander Benjamin Elozory

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

• 06/2015 → 01/2017
  Axa Advisors, Llc
  New York, NY
• 06/2017 → 12/2017
  Custom Design Partners
  Jacksonville, FL
• 02/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 04/2016 → 02/2019
  Uber
  Denver, CO
• 03/2018 → 02/2019
  Lyft
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-10-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-60779|OrgNmn:Turo|Org Addr:Breckenrid,Colorado,US|OBA Nature:I rent my Jeep Wrangler out to|Invst Rel:N|Title:Host|Duties:Clean/disninfect the vehicle, manage the extras and rental trips, hand over keys or in rare occasions deliver the vehicle to the Turo renter. |StrtDt:08-03-21|TotHrs/mon:12|TrdHrs/mon:4|

Exams

• S66 Uniform Combined State Law Examination
  2019-05-31

Other Names

• Alexander Elozory