Alexander Lloyd Kagan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 05/2021
  Unemployed
  Gettysburg, PA
• 06/2021 → 08/2022
  Sachem'S Head Yacht Club
  Guilford, CT
• 08/2022 → 05/2023
  Unemployed
  Gettysburg, PA
• 06/2016 → 08/2020
  Guilford Racquet And Swim Club
  Guilford, CT
• 06/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 06/2023 → 08/2023
  Fidelity Investments
  Greenwood Village, CO
• 08/2023 → 05/2024
  Unemployed
  Gettysburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  2024-10-02

Other Names

• Alexander L Kagan
• Alexander Kagan