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Alexaundria Wade

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 06/2017 02/2022
Wells Fargo Jacksonville FL 03/2016 06/2017
Bank Of America, N.A. Jacksonville FL 04/2021 02/2022
Fidelity Investments Jacksonville FL 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 02/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 03/2016 → 06/2017
    Wells Fargo
    Jacksonville, FL
  • 04/2021 → 02/2022
    Bank Of America, N.A.
    Jacksonville, FL
  • 03/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-09
  • S66 Uniform Combined State Law Examination
    2020-07-09
Other Names
  • Alexaundria Wade
  • Alexaundria Charisse Wade

View on SEC IAPD

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