Alexandra Essman, financial advisor Portland ME
90 score

Alexandra Essman

CRD Number: 5994427
Current Firm: Strategic Advisers, Inc.

Alexandra Essman (CRD# 5994427) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Portland, ME and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Portland, ME Oct 2011 - Current 5
Na Na, MA Aug 2011 - Oct 2011 < 1
The Belmont Hill School Belmont, MA Jun 2011 - Aug 2011 < 1
Colby College Waterville, ME Sep 2007 - May 2011 3
Colby College Waterville, ME Sep 2007 - May 2011 3
Northstars Softball Augusta, ME May 2010 - Sep 2010 < 1
The Fay School Southborough, MA Jun 2009 - Aug 2009 < 1
Public Schools Littleton, MA Jan 2001 - Sep 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Alexandra Essman
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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