Rebecca Montes

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

• 03/2017 → 08/2017
  Unemployed
  El Paso, TX
• 08/2017 → 12/2022
  Edge Advisors, Llc
  Dallas, TX
• 12/2022 → 01/2023
  Unemployed
  El Paso, TX
• 08/2017 → 12/2022
  Edge Capital Group Llc
  Dallas, TX
• 01/2023 → 08/2024
  Weststar Bank
  El Paso, TX
• 08/2024 → 09/2024
  Unemployed
  El Paso, TX
• 09/2015 → 03/2017
  Covenant
  San Antonio, TX
• 09/2024 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
  San Antonio, TX
• 2021-06-26 → 2023-10-23
  Edge Capital Group, Llc
  Atlanta, GA
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-30
• S65 Uniform Investment Adviser Law Examination
  2021-06-25