Alex B. Chisholm
Professional summary
Alex Benson Chisholm, who also goes by Alex Benson Chisholm, Alexander B Chisholm, Alexander Benson Chisholm, Alex Chisholm, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jacksonville, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Alex is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Alex has worked at 16 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alex Benson Chisholm's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246Office #3: 100 Howe Drive, Covington, KY 41015April 12, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246Office #2: 100 Howe Drive, Covington, KY 41015June 6, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 14, 2019 - December 21, 2020
MML INVESTORS SERVICES, LLC
June 3, 2019 - December 21, 2020
MML INVESTORS SERVICES, LLC
May 18, 2018 - May 9, 2019
PARK AVENUE SECURITIES LLC
May 4, 2018 - May 9, 2019
PARK AVENUE SECURITIES LLC
June 14, 2017 - January 25, 2018
PRUCO SECURITIES, LLC.
March 1, 2016 - August 18, 2016
SIGNATOR INVESTORS, INC.
March 1, 2016 - August 18, 2016
SIGNATOR INVESTORS, INC.
January 27, 2015 - February 16, 2016
METLIFE INVESTORS DISTRIBUTION COMPANY
July 13, 2009 - October 30, 2014
USAA FINANCIAL PLANNING SERVICES
July 2, 2009 - October 30, 2014
USAA FINANCIAL ADVISORS, INC.
August 22, 2008 - December 1, 2008
SOUTHEAST INVESTMENTS, N.C., INC.
January 31, 2008 - August 13, 2008
SOUTHEAST INVESTMENTS, N.C., INC.
November 26, 2007 - December 14, 2007
BB&T INVESTMENT SERVICES, INC.
November 23, 2007 - December 14, 2007
BB&T INVESTMENT SERVICES, INC.
October 9, 2006 - October 31, 2007
TRUIST INVESTMENT SERVICES, INC.
October 3, 2003 - October 31, 2007
TRUIST INVESTMENT SERVICES, INC.
November 8, 2001 - June 10, 2003
WELLS FARGO INVESTMENTS, LLC
April 7, 2000 - May 17, 2001
CITIZENS SECURITIES, INC.
November 9, 1998 - January 18, 2000
UBS FINANCIAL SERVICES INC.
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
(5/26/2022)
(7/13/2022)
(5/17/2022)
(5/27/2022)
(4/13/2022)
(5/26/2022)
(4/12/2022)
(6/29/2022)
(6/2/2022)
(5/26/2022)
(3/31/2025)
(4/13/2022)
(9/19/2022)
(4/13/2022)
(12/19/2022)
(8/5/2022)
(4/20/2022)
(4/14/2022)
(5/31/2022)
(6/6/2022)
(4/12/2022)
(4/13/2022)
(5/25/2022)
(4/18/2022)
(5/27/2022)
(5/27/2022)
(4/13/2022)
(4/12/2022)
(4/14/2022)
(7/5/2022)
(8/22/2022)
(5/31/2022)
(5/26/2022)
(5/29/2022)
(4/13/2022)
(12/16/2022)
(4/13/2022)
(6/2/2022)
(4/12/2022)
(5/27/2022)
(4/25/2022)
(5/26/2022)
(6/22/2022)
(6/2/2022)
(4/13/2022)
(4/12/2022)
(3/31/2025)
(4/13/2022)
(5/26/2022)
(1/24/2025)
(5/26/2022)
(6/1/2022)
(5/26/2022)
(4/12/2022)
(1/20/2023)
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.
