Tyler Suarez

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

• 09/2013 → 09/2016
  Golden Era Motors Llc
  Jacksonville, FL
• 09/2016 → Present
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 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
  Castle Rock, CO
  Greenwood Village, CO
• 2017-03-31 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO
• 2012-09-24 → 2013-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 2011-01-19 → 2012-04-20
  Merit Financial Advisors
  Jacksonville, FL
• 2011-05-03 → 2011-05-03
  Lpl Financial Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-03-17
• S63 Uniform Securities Agent State Law Examination
  2016-10-31

Other Names

• Tyler Suarez
• Tyler Anthony Suarez