Alec W. Sessing
STRATEGIC ADVISERS LLC | Investment Consultant
FRANKLIN, TN
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CRD#: 6970419
Professional summary
Alec William Sessing, CFP®, who also goes by Alec W. Sessing, Alec William Sessing, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Franklin, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Franklin, Tennessee.
Alec is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Alec has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As an Investment Consultant, my mission is to educate and empower families through meaningful point in time guidance and a collaborative financial planning process. I strive to create an experience that leads with planning, not products, and centers around understanding our clients' unique goals and needs. I meet with clients in person, on the phone, and over Zoom.
Question & Answer
What are your service offerings?
Retirement Income Management
Insurance Planning
Investment Planning
Inheritance
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Alec W. Sessing | Alec William Sessing
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 Alec William Sessing'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®
CFP®
Start date: 2022
Education
Bemidji State University
Bachelor of Science (BS) - Finance
2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939RIA
CRD#: 104555
FRANKLIN, TN
Current
October 20, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4031 Aspen Grove Drive Suite 490, Franklin, TN 37067BD
CRD#: 7784
Franklin, TN
Past
October 26, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRANKLIN, TN
Past
June 26, 2019 - August 2, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Nashville, TN
Past
June 26, 2019 - August 2, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Nashville, TN
Past
April 11, 2019 - April 17, 2019
MIDWESTERN SECURITIES TRADING COMPANY, LLC
RIA
CRD#: 101080
EAST PEORIA, IL
Past
August 10, 2018 - April 17, 2019
MIDWESTERN SECURITIES TRADING COMPANY, LLC
BD
CRD#: 101080
EAST PEORIA, IL
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(10/20/2022)
RR
Florida(10/20/2022)
RR
Georgia(6/21/2023)
RR
Kentucky(10/20/2022)
RR
Massachusetts(7/9/2024)
RR
New York(1/4/2025)
RR
North Carolina(6/23/2023)
RR
South Carolina(3/10/2023)
RR
Tennessee(10/20/2022)
IAR
Tennessee(3/31/2025)
RR
Texas(6/29/2023)
IAR
Texas(3/31/2025)
RR
Virginia(7/25/2024)
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.
