Mohamed Montoya Rhadbane

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 11/2017
  Fidelity Brokerage Services Llc
  Dallas, TX
• 11/2017 → 01/2022
  Charles Schwab & Co., Inc
  Houston, TX
• 11/2017 → 01/2022
  Charles Schwab Bank
  Houston, TX
• 02/2022 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2017-12-01 → 2022-02-17
  Charles Schwab & Co., Inc.
  Houston, TX
• 2011-09-02 → 2017-11-16
  Strategic Advisers Llc
  Sugar Land, TX
  Houston, TX

Other Businesses

OBA-100107|OrgNmn:Montoya Mini Farm|Org Addr:Floresvill,Texas,US|OBA Nature:mini farm animals and hay and |Invst Rel:N|Title:Partner|Duties:my wife is running day to day operations|StrtDt:06-07-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-01
• S66 Uniform Combined State Law Examination
  2000-10-19

Other Names

• Mohamed Montoya Rhadbane
• Mohamed Montoya Rhadbane