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Alexandra Stephanie Almanza

Strategic Advisers LLC

Orlando, FL

Winter Park, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Orlando, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Khols Eustis FL 09/2017 01/2018
Wells Fargo Mount Dora FL 11/2017 05/2024
Fidelity Investments The Villages FL 06/2024 Present
Florida State University Tallahassee FL 06/2013 05/2017
Unemployed Grand Island FL 05/2017 09/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 01/2018
    Khols
    Eustis, FL
  • 11/2017 → 05/2024
    Wells Fargo
    Mount Dora, FL
  • 06/2024 → Present
    Fidelity Investments
    The Villages, FL
  • 06/2013 → 05/2017
    Florida State University
    Tallahassee, FL
  • 05/2017 → 09/2017
    Unemployed
    Grand Island, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Island, FL
    The Villages, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-04
  • S66 Uniform Combined State Law Examination
    2024-11-04
Other Names
  • Alexandra S Almanza
  • Alexandra Stephanie Almanza

View on SEC IAPD

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