Alfredo Vidrio

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

• 01/2013 → Present
  Fidelity Brokerage Services
  Dublin, CA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Lathrop, CA
  Dublin, CA
• 2013-03-11 → 2018-07-13
  Strategic Advisers Llc
  Dublin, CA
• 2012-10-01 → 2013-01-04
  J.P. Morgan Securities Llc
  Livermore, CA
  Livermore, CA
  Livermore, CA
• 2010-05-12 → 2012-10-01
  Chase Investment Services Corp.
  Livermore, CA
  Livermore, CA
  Livermore, CA
  Livermore, CA
  Livermore, CA
• 2009-08-10 → 2010-05-03
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Stockton, CA
• 2009-03-25 → 2009-08-04
  U.S. Bancorp Investments, Inc.
  Pleasanton, CA
  Pleasanton, CA
  Walnut Creek, CA
  Fremont, CA
  Pleasanton, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-24
• S63 Uniform Securities Agent State Law Examination
  2004-01-02

Other Names

• Freddie Vidrio
• Alfredo Samuel Vidrio