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Omar A Warren

Strategic Advisers LLC

Kissimmee, FL

CRD 3086424

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Kissimmee, FL • 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
J.P. Morgan Securities Llc Lakeland FL 10/2012 06/2020
J.P. Morgan Securities Llc Orlando FL 08/2021 10/2021
Jpmorgan Chase Bank, N.A. Orlando FL 07/2011 10/2021
Fidelity Investments Kissimmee FL 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2012 → 06/2020
    J.P. Morgan Securities Llc
    Lakeland, FL
  • 08/2021 → 10/2021
    J.P. Morgan Securities Llc
    Orlando, FL
  • 07/2011 → 10/2021
    Jpmorgan Chase Bank, N.A.
    Orlando, FL
  • 10/2021 → Present
    Fidelity Investments
    Kissimmee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Kissimmee, FL
    Jacksonville, FL
  • 2021-10-08 → 2021-10-23
    J.P. Morgan Securities Llc
    Orlando, FL
  • 2012-10-01 → 2020-07-14
    J.P. Morgan Securities Llc
    Lakeland, FL
    Lakeland, FL
    Lakeland, FL
    Zephyrhills, FL
    Zephyrhills, FL
    Lakeland, FL
    Lakeland, FL
    Winter Haven, FL
  • 2011-08-10 → 2012-10-01
    Chase Investment Services Corp.
    Lakeland, FL
    Lakeland, FL
    Lakeland, FL
    Lakeland, FL
  • 2009-06-15 → 2009-11-27
    Edward Jones
    St Louis, MO
    Kissimmee, FL
    Kissimmee, FL
    Kissimmee, FL
Other Businesses

OBA-64176|OrgNmn:entral Florida Support Services LLC dba Youth First C|Org Addr:Kissimmee,Florida,US|OBA Nature:Training, Consulting and Youth|Invst Rel:N|Title:Partner|Duties:Assist my wife with the business side of her company. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-102463|OrgNmn:Spoken International LLC|Org Addr:Kissimmee,Florida,US|OBA Nature:Promotes spoken word poetry|Invst Rel:N|Title:Partner|Duties:Member|StrtDt:09-22-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-29
S63 Uniform Securities Agent State Law Examination 1998-08-13
  • S66 Uniform Combined State Law Examination
    2009-05-29
  • S63 Uniform Securities Agent State Law Examination
    1998-08-13
Other Names
  • Omar Alberto Warren
  • Omar Alberto Warren
  • Omar Alberto Warren

View on SEC IAPD

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