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Rodolfo Valledor Aquino

Strategic Advisers LLC

Walnut, CA

Brea, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Walnut, CA • United States

815 E Birch St, Brea, CA 92821-5765 • 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 Brea CA 04/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → Present
    Fidelity Investments
    Brea, 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
    Brea, CA
  • 2015-01-16 → 2018-07-13
    Strategic Advisers Llc
    Brea, CA
  • 2009-12-08 → 2010-05-10
    Wells Fargo Investments, Llc
    San Dimas, CA
    San Dimas, CA
Other Businesses

OBA-14328|OrgNmn:Rodolfo Aquino|Org Addr:Walnut, CA,California,US|OBA Nature:Car accessories sales|Invst Rel:N|Title:Proprietor|Duties:To sell car accessories|StrtDt:01-02-20|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-13
S66 Uniform Combined State Law Examination 2009-12-07
  • S65 Uniform Investment Adviser Law Examination
    2015-03-13
  • S66 Uniform Combined State Law Examination
    2009-12-07
Other Names
  • Valledor Aquino Rodolfo
  • Rodolfo Valledor Aquino
  • Rodolfo Valledor Aquino
  • Rodolfo Valledor Aquino
  • Rodel Valledor Aquino

View on SEC IAPD

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