Alex Manuel Negron

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

• 09/2010 → 08/2019
  Td Ameritrade Inc.
  Jacksonville, FL
• 08/2019 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-08-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2010-10-15 → 2019-08-15
  Td Ameritrade, Inc.
  Jacksonville, FL
  Winter Park, FL
• 2010-10-19 → 2019-08-15
  Td Ameritrade Investment Management, Llc
  Altamonte Springs, FL
  Ponte Vedra Beach, FL
  Orlando, FL
  Jacksonville, FL
• 2010-04-08 → 2010-09-22
  Chase Investment Services Corp.
  Winter Park, FL
  Orlando, FL
  Orlando, FL
  Altamonte Springs, FL
• 2009-07-31 → 2010-03-02
  Holland Advisory Services, Inc.
  Ormond Beach, FL
• 2008-01-29 → 2009-07-14
  Ferrell Wealth Management Inc.
  Winter Park, FL
• 2003-04-01 → 2007-10-10
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2010-01-27
• S63 Uniform Securities Agent State Law Examination
  2000-03-17

Designations

• Certified Financial Planner

Other Names

• Alex Manuel Negron
• Alex M Negron
• Alex M Negron