Yuliana Soto

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Davie, 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

Organization	City	State	From	To
Scottrade	Ft Lauderdale	FL	12/2002	10/2016
Td Ameritrade	Aventura	FL	07/2018	01/2021
My House	Davie	FL	10/2016	07/2018
Fidelity Investmets	Davie	FL	12/2021	Present
Unemployed	Davie	FL	01/2021	12/2021
Fidelity Investments	Boston	MA	03/2025	Present

12/2002 → 10/2016

Scottrade

Ft Lauderdale, FL
07/2018 → 01/2021

Td Ameritrade

Aventura, FL
10/2016 → 07/2018

My House

Davie, FL
12/2021 → Present

Fidelity Investmets

Davie, FL
01/2021 → 12/2021

Unemployed

Davie, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-03-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Davie, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-03
S63	Uniform Securities Agent State Law Examination	2003-12-11

S66 Uniform Combined State Law Examination

2022-03-03
S63 Uniform Securities Agent State Law Examination

2003-12-11

Other Names

Juliana Soto

View on SEC IAPD

More in Davie, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor