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Alexander Waddell

Strategic Advisers LLC

Irvine, CA

Corona Del Mar, CA

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

Branch Locations

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

Corona Del Mar, 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
California Business Bank Irvine CA 01/2022 02/2023
Robert's Market Portola Valley CA 03/2020 07/2020
Next Level Flag Football San Mateo CA 01/2018 03/2018
Lobster Shack Redwood City CA 07/2017 10/2017
Bay Club Redwood City CA 06/2019 08/2019
Saint Francis High School Mountain View CA 08/2014 05/2018
Chapman University Orange CA 08/2018 12/2021
Fidelity Investments Newport Beach CA 03/2023 Present
Panthers Camp Portola Valley CA 07/2012 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 02/2023
    California Business Bank
    Irvine, CA
  • 03/2020 → 07/2020
    Robert's Market
    Portola Valley, CA
  • 01/2018 → 03/2018
    Next Level Flag Football
    San Mateo, CA
  • 07/2017 → 10/2017
    Lobster Shack
    Redwood City, CA
  • 06/2019 → 08/2019
    Bay Club
    Redwood City, CA
  • 08/2014 → 05/2018
    Saint Francis High School
    Mountain View, CA
  • 08/2018 → 12/2021
    Chapman University
    Orange, CA
  • 03/2023 → Present
    Fidelity Investments
    Newport Beach, CA
  • 07/2012 → 07/2019
    Panthers Camp
    Portola Valley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newport Beach, CA
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-29
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2024-02-29
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Other Names
  • Alexander Waddell
  • Alex Logan Waddell
  • Alexander Logan Waddell

View on SEC IAPD

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