Victor Adrian Antonio

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

• 02/2007 → 05/2018
  Charles Schwab & Co., Inc.
  San Mateo, CA
• 08/2018 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 08/2018 → 05/2021
  Bank Of America, N.A.
  San Francisco, CA
• 06/2021 → Present
  Fidelity Investments
  Burlingame, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Burlingame, CA
• 2018-08-09 → 2021-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  South San Francisco, CA
  Daly City, CA
• 2007-02-28 → 2018-05-24
  Charles Schwab & Co., Inc.
  Los Altos, CA
  Menlo Park, CA
  San Mateo, CA
• 2006-05-18 → 2007-02-13
  Wells Fargo Investments, Llc
  Redwood City, CA
  Redwood City, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-05-17

Other Names

• Adrian Sales Antonio
• V Adrian Sales Antonio
• Victor Adrian Sales Antonio
• V S Antonio
• Victor S Antonio
• Victor Adrian Antonio