AB
Alejandra Benavides Morin
STRATEGIC ADVISERS LLC
TAMPA, FL
Some features on this profile are disabled
CRD#: 6962612
AB
Professional summary
Alejandra Benavides Morin, who also goes by Alejandra Benavides Riano, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tampa, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida.
Alejandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Alejandra has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alejandra Benavides Riano
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-114690|OrgNmn:Foundation for Financial Planning|Org Addr:Puyallup,Washington,US|OBA Nature:Pro Bono Financial Planning fo|Invst Rel:N|Title:CFP� professional volunteer|Duties: provide guidance and resources for financial wellness.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Alejandra Benavides Morin'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3000 Bayport Dr Ste 800, Tampa, FL 33607-8402RIA
CRD#: 104555
TAMPA, FL
Current
April 16, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3000 Bayport Dr - Ste 800, Tampa, FL 33607-8402BD
CRD#: 7784
TAMPA, FL
Past
April 27, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SEATTLE, WA
Past
July 23, 2019 - March 26, 2021
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
SEATTLE, WA
Past
July 23, 2019 - March 26, 2021
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SEATTLE, WA
Past
September 28, 2018 - July 22, 2019
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Dupont, WA
Past
August 7, 2018 - July 22, 2019
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
DuPont, WA
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
Alabama(1/7/2022)
RR
Alaska(1/7/2022)
RR
Arizona(1/7/2022)
RR
California(1/7/2022)
RR
Colorado(1/7/2022)
RR
Connecticut(1/7/2022)
RR
District of Columbia(1/7/2022)
RR
Florida(1/7/2022)
IAR
Florida(8/26/2025)
RR
Georgia(1/7/2022)
RR
Hawaii(1/7/2022)
RR
Idaho(1/7/2022)
RR
Illinois(1/7/2022)
RR
Kentucky(1/7/2022)
RR
Louisiana(1/7/2022)
RR
Maryland(1/7/2022)
RR
Massachusetts(1/7/2022)
RR
Michigan(10/12/2023)
RR
Minnesota(1/7/2022)
RR
Missouri(1/7/2022)
RR
Montana(1/7/2022)
RR
Nevada(1/7/2022)
RR
New Hampshire(1/7/2022)
RR
New Jersey(1/7/2022)
RR
New York(1/7/2022)
RR
North Carolina(1/7/2022)
RR
Ohio(1/8/2022)
RR
Oregon(1/7/2022)
RR
Pennsylvania(1/7/2022)
RR
Rhode Island(1/7/2022)
RR
South Dakota(1/7/2022)
RR
Tennessee(1/7/2022)
RR
Texas(1/7/2022)
IAR
Texas(3/31/2025)
RR
Utah(1/7/2022)
RR
Virginia(1/7/2022)
RR
Washington(4/16/2021)
RR
Wisconsin(1/7/2022)
Exams
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
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.
