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Rolando Quintana

Strategic Advisers LLC

Chandler, AZ

Gilbert, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States

Gilbert, AZ • 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
Td Ameritrade Draper UT 03/2016 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Draper UT 09/2017 03/2019
Bank Of America, N.A. Chandler AZ 09/2017 03/2019
Fidelity Investments Chandler AZ 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 06/2017
    Td Ameritrade
    Draper, UT
  • 09/2017 → 03/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Draper, UT
  • 09/2017 → 03/2019
    Bank Of America, N.A.
    Chandler, AZ
  • 03/2019 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2017-09-26 → 2019-03-20
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
    Draper, UT
    Frisco, TX
    Salt Lake City, UT
    Draper, UT
    Draper, UT
    Frisco, TX
  • 2016-03-22 → 2017-06-21
    Td Ameritrade, Inc.
    Draper, UT
    Draper, UT
    Omaha, NE
  • 2016-03-22 → 2017-06-21
    Td Ameritrade Investment Management, Llc
    Draper, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-11
S63 Uniform Securities Agent State Law Examination 2000-02-15
  • S66 Uniform Combined State Law Examination
    2016-03-11
  • S63 Uniform Securities Agent State Law Examination
    2000-02-15
Other Names
  • Rolando M Quintana

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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