Alex Manero

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

• 04/2017 → 02/2022
  Morgan Stanley
  Temple Terrace, FL
• 07/2015 → 03/2017
  Regions Bank
  Tampa, FL
• 02/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2017-06-26 → 2022-02-23
  Morgan Stanley
  South Jordan, UT
  Tampa, FL

Other Businesses

OBA-66859|OrgNmn:Alternative Expert Solutions|Org Addr:Tampa,Florida,US|OBA Nature:Mystery Shopping / Auditing|Invst Rel:N|Title:Sole Proprietor|Duties:Same as above|StrtDt:03-04-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-94688|OrgNmn:The Hammocks - HOA|Org Addr:Tampa,Florida,US|OBA Nature:HOA President|Invst Rel:N|Title:President|Duties:Vote on neighborhood-related proposals (community improvement, landscaping, etc)|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-66857|OrgNmn:The Hammocks CDD|Org Addr:Tampa,Florida,US|OBA Nature:Community Development District|Invst Rel:N|Title:District Supervisor (1 of 5)|Duties:Review and vote on community updates/changes/enhancements|StrtDt:03-17-22|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-06-26

Other Names

• Alex James Manero
• Alex Manero