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Fermin Ruybal

Strategic Advisers LLC

Lantana, FL

Palm Beach Gardens, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lantana, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Greenwood Villiage CO 09/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → Present
    Fidelity Brokerage Services Llc
    Greenwood Villiage, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Palm Beach Gardens, FL
    Lantana, FL
  • 2016-04-27 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
  • 2012-10-01 → 2013-12-31
    J.P. Morgan Securities Llc
    Denver, CO
  • 2005-07-06 → 2012-10-01
    Chase Investment Services Corp.
    Evergreen, CO
    Denver, CO
    Denver, CO
    Littleton, CO
    Denver, CO
  • 2004-11-17 → 2005-07-06
    Banc One Securities Corporation
    Denver, CO
  • 1997-07-08 → 2004-05-04
    Charles Schwab & Co., Inc.
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-27
S65 Uniform Investment Adviser Law Examination 1997-06-20
S63 Uniform Securities Agent State Law Examination 1989-09-18
  • S66 Uniform Combined State Law Examination
    2016-04-27
  • S65 Uniform Investment Adviser Law Examination
    1997-06-20
  • S63 Uniform Securities Agent State Law Examination
    1989-09-18
Other Names
  • Fermin Dan Ruybal
  • Ferman Dan Ruybal
  • Ferman Dan Ruyba

View on SEC IAPD

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