Best Investors Account Sign in

Alexandra M. Oglevee

Strategic Advisers LLC

Irvine, CA

Rancho Santa Margarita, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Rancho Santa Margarita, CA • 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
Fordham University Bronx NY 08/2016 05/2017
Fish District Aliso Viejo CA 05/2017 08/2017
Fordham University Bronx CA 08/2017 05/2018
Ubs Financial Services Los Angeles CA 05/2018 08/2018
Fordham University Bronx NY 08/2018 05/2019
N/A San Juan Capistrano CA 05/2019 07/2019
Ubs Financial Services Newport Beach CA 07/2019 08/2019
Fordham University Bronx NY 08/2019 05/2020
Tree Line Capital Partners New York NY 09/2019 07/2020
N/A San Juan Capistrano CA 07/2020 08/2020
Fidelity Investments Irvine CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2017
    Fordham University
    Bronx, NY
  • 05/2017 → 08/2017
    Fish District
    Aliso Viejo, CA
  • 08/2017 → 05/2018
    Fordham University
    Bronx, CA
  • 05/2018 → 08/2018
    Ubs Financial Services
    Los Angeles, CA
  • 08/2018 → 05/2019
    Fordham University
    Bronx, NY
  • 05/2019 → 07/2019
    N/A
    San Juan Capistrano, CA
  • 07/2019 → 08/2019
    Ubs Financial Services
    Newport Beach, CA
  • 08/2019 → 05/2020
    Fordham University
    Bronx, NY
  • 09/2019 → 07/2020
    Tree Line Capital Partners
    New York, NY
  • 07/2020 → 08/2020
    N/A
    San Juan Capistrano, CA
  • 08/2020 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
S63 Uniform Securities Agent State Law Examination 2020-12-14
  • S66 Uniform Combined State Law Examination
    2021-03-22
  • S63 Uniform Securities Agent State Law Examination
    2020-12-14
Other Names
  • Allie Oglevee
  • Alexandra Oglevee
  • Alexandra Madeline Macy Oglevee

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor