Alejandro Enrique Valle

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Custom Wholesale Floors Inc	Miami Gardens	FL	11/2000	08/2017
New York Life Insurance Co	Sunrise	FL	08/2017	12/2022
Nylife Securities Llc	Sunrise	FL	07/2018	12/2022
Fidelity Investments	Covington	KY	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2000 → 08/2017

Custom Wholesale Floors Inc

Miami Gardens, FL
08/2017 → 12/2022

New York Life Insurance Co

Sunrise, FL
07/2018 → 12/2022

Nylife Securities Llc

Sunrise, FL
01/2023 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-03-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-22
S63	Uniform Securities Agent State Law Examination	2020-08-24

S66 Uniform Combined State Law Examination

2023-03-22
S63 Uniform Securities Agent State Law Examination

2020-08-24

Other Names

Alex Valle
Alejandro Enrique Valle Majano

View on SEC IAPD

More in Miami, FL

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