Alexandrea Solms

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Boston, MA • 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

Organization	City	State	From	To
Bates College	Lewiston	ME	08/2017	06/2018
Bates College	Lewiston	ME	08/2016	06/2017
Unemployed	N/A	MA	08/2023	12/2023
The Lawrenceville School	Lawrenceville	NJ	07/2018	07/2018
The Cardigan Mountain School	Canaan	NH	06/2017	08/2017
Park Square Executive Search	Boston	MA	07/2022	08/2023
Blair Academy	Blairstown	NJ	07/2018	06/2022
Fidelity Investments	Salt Lake City	UT	01/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2017 → 06/2018

Bates College

Lewiston, ME
08/2016 → 06/2017

Bates College

Lewiston, ME
08/2023 → 12/2023

Unemployed

N/A, MA
07/2018 → 07/2018

The Lawrenceville School

Lawrenceville, NJ
06/2017 → 08/2017

The Cardigan Mountain School

Canaan, NH
07/2022 → 08/2023

Park Square Executive Search

Boston, MA
07/2018 → 06/2022

Blair Academy

Blairstown, NJ
01/2024 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-15

S66 Uniform Combined State Law Examination

2024-05-15

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

ON INVESTMENT MANAGEMENT CO

PEAK WEALTH MANAGEMENT LLC

PHOENIX INTERNATIONAL INVESTMENTS LLC

NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE

BYRON J. THRESHER

RYAN JEREMY CHARETTE

STEPHEN A LUNGO

DENNIS CIPRIANO

BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH

CHARLES SCHWAB & CO., INC. · Nashua, NH

LPL FINANCIAL LLC · NASHUA, NH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH

ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH

PEAK WEALTH MANAGEMENT LLC · NASHUA, NH

PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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