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Alyssa Liples

Strategic Advisers LLC

Royal Palm Beach, FL

Palm Beach Gardens, FL

CRD 6931816

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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:

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

Branch Locations

Royal Palm Beach, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Palm Beach Gardens FL 03/2018 Present
Fidelity Investments Palm Beach Gardens FL 06/2017 03/2018
The Polo Club Of Boca Raton Boca Raton FL 10/2014 01/2017
Florida Weekly Palm Beach Gardens FL 06/2015 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → Present
    Fidelity Brokerage Services Llc
    Palm Beach Gardens, FL
  • 06/2017 → 03/2018
    Fidelity Investments
    Palm Beach Gardens, FL
  • 10/2014 → 01/2017
    The Polo Club Of Boca Raton
    Boca Raton, FL
  • 06/2015 → 06/2017
    Florida Weekly
    Palm Beach Gardens, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-17
  • S66 Uniform Combined State Law Examination
    2018-12-17
Other Names
  • Alyssa Gabrielle Liples
  • Alyssa Renney

View on SEC IAPD

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