Alexandra Sydney Beck

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

• 12/2019 → Present
  Fidelity Brokerage Services Llc
  Waukesha, WI
• 08/2018 → 12/2019
  Iag Wealth Partners
  Waukesha, WI
• 12/2016 → 05/2018
  Iag Wealth Partners
  Waukesha, WI
• 11/2018 → 12/2019
  Motion Volleyball Club
  Sussex, WI
• 08/2016 → 11/2016
  University Of Wisconsin Milwaukee
  Milwaukee, WI
• 08/1999 → 05/2018
  School - No Emoployment
  Hubertus, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-12-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mequon, WI

Exams

• S66 Uniform Combined State Law Examination
  2020-07-29

Other Names

• Alexandra Sydney Lehner
• Alexandra Lehner