Alexander Templeton

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

• 07/2016 → 09/2017
  E*Trade Securities Llc
  Alpharetta, GA
• 03/2015 → 06/2016
  Carmax
  Kennesaw, GA
• 05/2017 → 09/2017
  E*Trade Capital Management Llc
  Alpharetta, GA
• 09/2017 → 05/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 09/2017 → 05/2020
  E*Trade Capital Management Llc
  Alpharetta, GA
• 06/2020 → 12/2020
  Salesforce
  Atlanta, GA
• 06/2021 → Present
  Fidelity Investments
  Atlanta, GA
• 01/2021 → 05/2021
  Unemployed
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2017-07-13 → 2020-05-08
  Harrisdirect Llc
  Alpharetta, GA
  Arlington, VA
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2017-06-16
• S63 Uniform Securities Agent State Law Examination
  2016-09-06

Other Names

• Alexander Steele Templeton