Alexander W. Khan
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
DURHAM, NC 27705
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CRD#: 6024658
Professional summary
Alexander W Khan, CFP®, who also goes by Alexander West Khan, Alexander Khan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Durham, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Raleigh, North Carolina.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Alexander has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Helping educate clients on financial freedom is something I am privileged to do on a daily basis as a Financial Consultant at Fidelity. I have been lucky enough to work with individuals and their families all over the United States during my 10 year tenure. My goal is to help build out client's unique vision for success, and develop goal based plans to pursue.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alexander West Khan | Alexander Khan
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.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander W Khan's 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®
Education
Stetson University
Bachelor of Business Administration - FINANCE
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 2200 W Main St Ste B140, Durham, NC 27705Office #2: 4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859RIA
CRD#: 104555
DURHAM, NC
Current
September 19, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4509 Creedmoor Road Suite 101, Raleigh, NC 27612BD
CRD#: 7784
Raleigh, NC
Past
September 27, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RALEIGH, NC
Past
July 13, 2018 - August 24, 2018
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
September 30, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTWOOD, MA
Past
April 17, 2012 - August 13, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTWOOD, MA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Arizona(6/3/2024)
RR
California(11/1/2019)
RR
Colorado(3/1/2024)
RR
Connecticut(3/25/2023)
RR
Florida(1/7/2021)
RR
Georgia(9/30/2020)
RR
Kentucky(9/23/2025)
RR
Maine(1/6/2023)
RR
Maryland(3/20/2023)
RR
Massachusetts(6/28/2024)
RR
Michigan(3/1/2024)
RR
New Hampshire(10/12/2020)
RR
New York(2/13/2019)
RR
North Carolina(9/24/2018)
IAR
North Carolina(3/31/2025)
RR
Pennsylvania(1/4/2023)
RR
South Carolina(9/26/2018)
RR
Tennessee(8/20/2020)
RR
Texas(4/29/2021)
IAR
Texas(3/31/2025)
RR
Vermont(3/14/2025)
RR
Virginia(9/26/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Durham, NC 27705TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
