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Alexis M. Wilkins

STRATEGIC ADVISERS LLC
RALEIGH, NC
Some features on this profile are disabled
CRD#: 6647187
AW

Professional summary

Alexis Marie Wilkins, who also goes by Alexis Marie Fenner, Alexis M Wilkins, Alexis Wilkins, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Raleigh, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.

Alexis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Alexis has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexis Marie Fenner | Alexis M Wilkins | Alexis Wilkins

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.
OBA-123368|OrgNmn:JPTA Holding LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:Family Wealth Management|Invst Rel:Y|Title:Officer|Duties:Daily business management|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-12251|OrgNmn:Blessed Beginnings Inc|Org Addr:Raleigh,North Caro,US|OBA Nature:Non-Profit Organization|Invst Rel:N|Title:Director|Duties:Assist with housing, job search, family counseling, etc.|StrtDt:01-20-17|TotHrs/mon:40|TrdHrs/mon:0|OBA-12254|OrgNmn:Paparazzi|Org Addr:Raleigh,North Caro,US|OBA Nature:Sell jewelry acessories|Invst Rel:N|Title:Paparazzi Consultant|Duties:Offer jewelry to prospective buyers|StrtDt:01-29-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-13928|OrgNmn:City Of Raleigh Parks and Rec|Org Addr:Raleigh,North Caro,US|OBA Nature:Recreational activities for yo|Invst Rel:N|Title:Cheer Coach|Duties:Coach ages 7-15 in common cheer stands and routines|StrtDt:11-01-19|TotHrs/mon:16|TrdHrs/mon:0|OBA-12253|OrgNmn:Lyft|Org Addr:Raleigh,North Caro,US|OBA Nature:Driving Services|Invst Rel:N|Title:Driver|Duties:Transport passengers|StrtDt:04-19-17|TotHrs/mon:20|TrdHrs/mon:6|OBA-12252|OrgNmn:Uber|Org Addr:Raleigh,North Caro,US|OBA Nature:Driving|Invst Rel:N|Title:Driver|Duties:Transport passengers|StrtDt:04-19-17|TotHrs/mon:20|TrdHrs/mon:6|OBA-93444|OrgNmn:919 Bulldogs|Org Addr:Raleigh,North Caro,US|OBA Nature:Football Team|Invst Rel:N|Title:Officer|Duties:Recruit for youth ages 9-11. Arrange for transportation, games, and events.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-116733|OrgNmn:Door Dash|Org Addr:Raleigh,North Caro,US|OBA Nature:Delivery Service|Invst Rel:N|Title:Dasher|Duties:Deliver orders made by customers.|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-118262|OrgNmn:Inteletravel|Org Addr:Delray Bea,Florida,US|OBA Nature:Travel Agency|Invst Rel:N|Title:Employee|Duties:Connect consumers with travel opportunities.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexis Marie Wilkins'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

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 100 New Millennium Way, Durham, NC 27709Office #3: 100 Crosby Pkwy, Covington, KY 41015-4325
RIA
CRD#: 104555
RALEIGH, NC
Current

February 27, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 Crosby Parkway, Covington, KY 41015Office #2: 100 New Millennium Way, Durham, NC 27709
BD
CRD#: 7784
Covington, KY
Past

July 23, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
DURHAM, NC
Past

July 15, 2016 - April 27, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DURHAM, NC

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.

Highlighted states indicate IAR registrations

IAR
North Carolina
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/8/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/26/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2016
General Securities Representative Examination
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
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Raleigh, NC

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