Sinahy Josue Luna

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

• 10/2014 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Verne, CA
• 10/2014 → 12/2018
  Bank Of America, N.A.
  Verne, CA
• 01/2019 → Present
  Fidelity Brokerage Services Llc
  Brea, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-02-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 2014-11-11 → 2019-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Verne, CA
  La Verne, CA
  West Covina, CA
  West Covina, CA
• 2013-04-02 → 2014-10-27
  J.P. Morgan Securities Llc
  La Puente, CA
  El Monte, CA
  El Monte, CA
  El Monte, CA
  Pomona, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-03-29
• S63 Uniform Securities Agent State Law Examination
  2011-11-15

Other Names

• Sinahy J Luna
• Sinahy Josue Luna
• Sinahy Luna