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Alexis M Berra

Strategic Advisers LLC

Greenwood Village, CO

Littleton, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Littleton, CO • 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
Columbine West Civic Association Littleton CO 05/2019 03/2024
Foothills Park And Rec District| Littleton CO 01/2019 03/2024
Berra Home Daycare Littleton CO 05/2016 12/2018
Fidelity Investments Covington KY 04/2024 Present
Jefferson County School District Littleton CO 02/2024 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 03/2024
    Columbine West Civic Association
    Littleton, CO
  • 01/2019 → 03/2024
    Foothills Park And Rec District|
    Littleton, CO
  • 05/2016 → 12/2018
    Berra Home Daycare
    Littleton, CO
  • 04/2024 → Present
    Fidelity Investments
    Covington, KY
  • 02/2024 → 04/2024
    Jefferson County School District
    Littleton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-13
  • S66 Uniform Combined State Law Examination
    2024-09-13
Other Names
  • Alexis M Berra
  • Alexis Dunleavey
  • Alexis Berra

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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