Alexander Shortreed

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

• 12/2017 → 05/2021
  Ameriprise Financial Services, Llc
  Cortland, OH
• 05/2015 → 06/2018
  Avalon Golf & Country Club
  Vienna, OH
• 08/2014 → 05/2019
  Youngstown State University
  Youngstown, OH
• 06/2021 → Present
  Fidelity Investments
  Cranberry Township, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cranberry Township, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-01

Other Names

• Alexander Thomas Shortreed
• Alexander Shortreed
• Alexander Thomas Shore