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Carlos Robleto

Strategic Advisers LLC

Herriman, UT

Salt Lake City, UT

CRD 5210340

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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
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Herriman, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Fidelity Investments Salt Lake City UT 06/2006 Present
Fidelity Brokerage Services Llc Salt Lake City UT 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2006 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 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
    Salt Lake City, UT
    Herriman, UT
  • 2014-04-10 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Other Businesses

OBA-7862|OrgNmn:Mobile DJ|Org Addr:Herriman,Utah,US|OBA Nature:A Mobile DJ is engaged in ente|Invst Rel:N|Title:Mobile DJ|Duties:Mix Music|StrtDt:05-03-17|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-29
S63 Uniform Securities Agent State Law Examination 2006-11-03
  • S66 Uniform Combined State Law Examination
    2014-03-29
  • S63 Uniform Securities Agent State Law Examination
    2006-11-03
Other Names
  • Carlos Robleto
  • Carlos Manuel Robleto

View on SEC IAPD

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