Pablo L. Miranda

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

• 07/2007 → 08/2017
  The Clara Abbott Foundation
  San Juan, PR
• 07/2017 → 06/2019
  Usaa Financial Advisors Inc.
  Tampa, FL
• 07/2017 → 06/2019
  Usaa Financial Planning Services
  Tampa, FL
• 04/2019 → 06/2019
  Usaa Investment Management Company
  Tampa, FL
• 07/2019 → 05/2021
  Morgan Stanley
  Temple Terrace, FL
• 05/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-07-17 → 2021-06-03
  Morgan Stanley
  Tampa, FL
• 2004-10-08 → 2004-10-08
  Ubs Financial Services Inc.
  San Juan, PR

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22
• S63 Uniform Securities Agent State Law Examination
  2017-06-05

Other Names

• Pablo Miranda
• Pablo Luis Miranda