Iviana Hornedo

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

• 08/2016 → 02/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 02/2018 → 06/2018
  Unemployed
  Tampa, FL
• 06/2018 → 03/2020
  Morgan Stanley
  Temple Terrace, FL
• 07/2018 → 03/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2020 → 07/2022
  Alight Financial Advisors
  San Juan, PR
• 07/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
  Tampa, FL
• 2020-04-28 → 2022-04-19
  Alight Financial Advisors, Llc
  San Juan, PR
  Charlotte, NC
• 2018-07-15 → 2020-03-19
  Morgan Stanley
  Tampa, FL
• 2016-09-08 → 2018-03-08
  Truist Advisory Services, Inc.
  Tampa, FL
  St. Petersburg, FL
• 2016-08-09 → 2016-12-31
  Truist Investment Services, Inc.
  Tampa, FL
  Saint Petersburg, FL
• 2014-03-31 → 2016-08-12
  Raymond James & Associates, Inc.
  Tampa, FL
• 2000-08-25 → 2006-07-07
  Citigroup Global Markets Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2014-03-27
• S63 Uniform Securities Agent State Law Examination
  2001-05-05

Other Names

• Iviana Hornedo Camacho