Alex M. Negron

STRATEGIC ADVISERS LLC | Financial Consultant

PONTE VEDRA, FL

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CRD#: 3187717

Professional summary

Alex Manuel Negron, who also goes by Alex M Negron, Alex M Negron, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ponte Vedra, 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 2000. Alex has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I work closely with our clients to help them create needs based wealth and portfolio strategies. By taking inventory of one's current circumstances, needs and goals, we can simplify their own personal wealth planning priorities both within and outside of the portfolio. I take a collaborative approach to the planning process to drive confidence with our clients and the decisions they ultimately make.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex M Negron | Alex M Negron

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Manuel Negron's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Webster University

Master of Business Administration (MBA) - Business

2003

Webster University

Bachelor of Business Studies (BBS) - Business

2000

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 4671 Town Center Pkwy, Jacksonville, FL 32246

RIA

CRD#: 104555

PONTE VEDRA, FL

Current

August 22, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246

CRD#: 7784

Jacksonville, FL

Past

August 29, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

JACKSONVILLE, FL

Past

October 19, 2010 - August 15, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Jacksonville, FL

Past

October 15, 2010 - August 15, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

Jacksonville, FL

Past

October 8, 2010 - August 15, 2019

TD AMERITRADE, INC.

CRD#: 7870

Jacksonville, FL

Past

April 8, 2010 - September 22, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

ALTAMONTE SPRINGS, FL

Past

March 24, 2010 - September 22, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ALTAMONTE SPRINGS, FL

Past

September 11, 2009 - February 22, 2010

HOLLAND INVESTMENT SERVICES, INC.

CRD#: 148492

ORMOND BEACH, FL

Past

July 31, 2009 - March 2, 2010

HOLLAND ADVISORY SERVICES, INC.

RIA

CRD#: 136302

ORMOND BEACH, FL

Past

January 29, 2008 - July 14, 2009

FERRELL WEALTH MANAGEMENT INC.

RIA

CRD#: 106245

WINTER PARK, FL

Past

January 2, 2008 - July 21, 2009

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

WINTER PARK, FL

Past

April 1, 2003 - October 10, 2007

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ORLANDO, FL

Past

January 19, 2000 - October 10, 2007

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ORLANDO, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/26/2024)

California
(4/8/2020)

Colorado
(4/23/2020)

Connecticut
(1/6/2020)

Florida
(8/22/2019)

IAR

Florida
(3/31/2025)

Georgia
(8/22/2019)

Illinois
(5/24/2021)

Louisiana
(2/25/2025)

Maine
(4/23/2020)

Massachusetts
(11/24/2023)

Michigan
(5/3/2024)

Minnesota
(8/2/2024)

Missouri
(3/1/2024)

Nevada
(5/19/2023)

New York
(1/9/2020)

North Carolina
(4/30/2021)

Ohio
(7/3/2025)

Oklahoma
(1/5/2026)

Pennsylvania
(2/23/2026)

South Carolina
(2/12/2021)

Tennessee
(3/2/2020)

Texas
(8/12/2020)

IAR

Texas
(3/31/2025)

Virginia
(12/23/2020)

Washington
(2/23/2026)

Wisconsin
(8/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/27/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/16/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/27/2004

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Alex M. Negron

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Manuel Negron's CRS (Customer Relationship Summary).

Certified licenses

Education

Webster University

Webster University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

HOLLAND INVESTMENT SERVICES, INC.

HOLLAND ADVISORY SERVICES, INC.

FERRELL WEALTH MANAGEMENT INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2010

Series 63

Date: 3/17/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/18/2000

Series 10

Date: 3/16/2004

Series 9

Date: 1/27/2004

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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