Best Investors Account Sign in

Alexander Wallington

Strategic Advisers LLC

Westlake, TX

Roanoke, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Roanoke, TX • 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
University Of Texas Arlington TX 07/2023 01/2024
The Container Store Plano TX 01/2024 06/2024
Fidelity Investments Westlake TX 07/2024 Present
Workforce Solutions Greater Dallas Dallas TX 06/2016 08/2017
Petcenter Argyle Argyle TX 11/2022 07/2023
Petland Dallas Dallas TX 03/2017 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 01/2024
    University Of Texas
    Arlington, TX
  • 01/2024 → 06/2024
    The Container Store
    Plano, TX
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2016 → 08/2017
    Workforce Solutions Greater Dallas
    Dallas, TX
  • 11/2022 → 07/2023
    Petcenter Argyle
    Argyle, TX
  • 03/2017 → 11/2022
    Petland Dallas
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-23
Other Names
  • Alexander Wallington
  • Alexander Scott Wallington

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor