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Alexander Tate

Strategic Advisers LLC

Thousand Oaks, CA

Calabasas, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Calabasas, 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
Uemployed Tewksbury MA 05/2017 11/2017
Work Out World Peabody MA 11/2017 08/2018
University Of Massachusetts Dartmouth Dartmouth MA 08/2016 05/2017
Choice Fitness Methuen MA 05/2019 11/2020
Shawsheen Technical High School Billerica MA 11/2020 07/2022
Wells Fargo Co. Sherman Oaks CA 09/2022 04/2024
Westfield State University Westfield MA 07/2021 12/2023
Pizza Mia Billerica MA 08/2018 05/2019
Middlesex Community College Bedford MA 09/2019 05/2021
Fidelity Investments Thousand Oaks CA 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 11/2017
    Uemployed
    Tewksbury, MA
  • 11/2017 → 08/2018
    Work Out World
    Peabody, MA
  • 08/2016 → 05/2017
    University Of Massachusetts Dartmouth
    Dartmouth, MA
  • 05/2019 → 11/2020
    Choice Fitness
    Methuen, MA
  • 11/2020 → 07/2022
    Shawsheen Technical High School
    Billerica, MA
  • 09/2022 → 04/2024
    Wells Fargo Co.
    Sherman Oaks, CA
  • 07/2021 → 12/2023
    Westfield State University
    Westfield, MA
  • 08/2018 → 05/2019
    Pizza Mia
    Billerica, MA
  • 09/2019 → 05/2021
    Middlesex Community College
    Bedford, MA
  • 05/2024 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Thousand Oaks, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-11
  • S66 Uniform Combined State Law Examination
    2024-09-11

View on SEC IAPD

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Other Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA

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