Victor Anthony De Medeiros

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

• 06/2016 → 02/2020
  E*Trade Securities Llc
  Boston, MA
• 06/2016 → 02/2020
  E*Trade Capital Management Llc
  Boston, MA
• 05/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2023 → 03/2024
  Morgan Stanley
  Boston, MA
• 02/2020 → 03/2023
  E*Trade Securities Llc
  Boston, MA
• 09/2023 → 03/2024
  Morgan Stanley
  Boston, MA
• 02/2020 → 03/2023
  E*Trade Capital Management Llc
  Boston, MA
• 03/2024 → 05/2024
  Unemployed
  Lakeville, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2023-09-09 → 2024-04-11
  Morgan Stanley
  Boston, MA
  Purchase, NY
  Boston, MA
  Boston, MA
  Boston, MA
• 2013-03-18 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
• 2011-10-20 → 2012-07-18
  Lpl Financial Llc
  Assonet, MA
  Fort Mill, SC
  Assonet, MA
• 2007-09-04 → 2011-07-12
  Strategic Advisers Llc
  Braintree, MA

Exams

• S66 Uniform Combined State Law Examination
  2007-08-10

Other Names

• Victor Anthony Demedeiros
• Victor Anthony De Medeiros
• Victor De Medeiros
• Victor A De Medeiros