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Alexandria Grace Secreast

Strategic Advisers LLC

Westlake, TX

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-07
  • TX RA
    APPROVED
    Since 2025-04-07

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Dallas, TX • 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 Investments Westlake TX 07/2023 Present
Fidelity Investments Jacksonville FL 06/2022 08/2022
Prime Meridian Bank Tallahassee FL 05/2021 07/2021
Maclay School Tallahassee FL 06/2020 07/2020
Maclay School Tallahassee FL 07/2013 05/2019
Auburn University Auburn AL 08/2019 05/2023
Gypsy Rose Boutique Tallahassee FL 12/2018 12/2019
Unemployed Tallahassee FL 05/2023 07/2023
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2022 → 08/2022
    Fidelity Investments
    Jacksonville, FL
  • 05/2021 → 07/2021
    Prime Meridian Bank
    Tallahassee, FL
  • 06/2020 → 07/2020
    Maclay School
    Tallahassee, FL
  • 07/2013 → 05/2019
    Maclay School
    Tallahassee, FL
  • 08/2019 → 05/2023
    Auburn University
    Auburn, AL
  • 12/2018 → 12/2019
    Gypsy Rose Boutique
    Tallahassee, FL
  • 05/2023 → 07/2023
    Unemployed
    Tallahassee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-02
S63 Uniform Securities Agent State Law Examination 2024-01-05
  • S66 Uniform Combined State Law Examination
    2025-04-02
  • S63 Uniform Securities Agent State Law Examination
    2024-01-05
Other Names
  • Alexandria Secreast

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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