Alexa Phillips
Professional summary
Alexa Phillips, who also goes by Alexa Medina, D Alexa Medina, Digna Alexa Medina, Digna Altagracia Medina, Alexa Medina-phillips, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ponte Vedra, Florida and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.
Alexa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Alexa has worked at 19 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexa Phillips's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
January 24, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 New Millennium Way, Durham, NC 27709March 10, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 30, 2021 - November 5, 2021
CETERA INVESTMENT ADVISERS LLC
July 15, 2021 - November 5, 2021
CETERA INVESTMENT SERVICES LLC
July 26, 2018 - April 22, 2021
USI ADVISORS
July 20, 2018 - March 3, 2021
USI SECURITIES, INC.
April 20, 2017 - May 21, 2018
PNC CAPITAL ADVISORS LLC
November 18, 2016 - May 22, 2018
FORESIDE DISTRIBUTION SOLUTIONS, LLC
July 2, 2013 - April 15, 2014
LPL FINANCIAL LLC
June 29, 2013 - April 15, 2014
LPL FINANCIAL LLC
June 21, 2012 - July 26, 2012
VALIC FINANCIAL ADVISORS, INC.
November 2, 2010 - June 4, 2012
NATIONWIDE INVESTMENT ADVISORS, LLC
October 26, 2010 - June 4, 2012
NATIONWIDE INVESTMENT SERVICES CORPORATION
November 13, 2007 - September 23, 2008
PRINCIPAL FUNDS DISTRIBUTOR, INC.
February 23, 2006 - August 23, 2010
PRINCIPAL SECURITIES, INC.
February 4, 2005 - August 23, 2010
PRINCIPAL SECURITIES, INC.
October 16, 1997 - November 23, 2004
ADP BROKER-DEALER, INC.
November 8, 1994 - October 14, 1997
MISSIONSQUARE INVESTMENT SERVICES
August 20, 1992 - July 19, 1994
PASADENA FUND SERVICES, INC.
May 26, 1987 - September 8, 1987
ADVANTAGE CAPITAL CORPORATION
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/10/2022)
(3/14/2022)
(3/10/2022)
(3/9/2022)
(1/25/2022)
(2/23/2022)
(1/25/2022)
(4/6/2022)
(3/9/2022)
(3/4/2022)
(3/31/2025)
(1/25/2022)
(3/11/2022)
(1/25/2022)
(3/16/2022)
(4/7/2022)
(1/25/2022)
(1/25/2022)
(3/7/2022)
(3/14/2022)
(1/25/2022)
(1/25/2022)
(1/25/2022)
(1/26/2022)
(3/8/2022)
(3/7/2022)
(1/24/2022)
(1/25/2022)
(3/7/2022)
(3/15/2022)
(4/6/2022)
(3/7/2022)
(3/4/2022)
(4/6/2022)
(1/25/2022)
(4/6/2022)
(1/25/2022)
(3/7/2022)
(1/24/2022)
(1/25/2022)
(1/27/2022)
(3/29/2022)
(3/9/2022)
(3/10/2022)
(3/8/2022)
(1/27/2022)
(3/31/2025)
(1/27/2022)
(3/8/2022)
(3/15/2022)
(3/9/2022)
(3/23/2022)
(3/7/2022)
(1/24/2022)
(4/7/2022)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
