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Bianka Guzman

Strategic Advisers LLC

Suwanee, GA

CRD 6050348

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Suwanee, GA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 09/2013 02/2018
Fidelity Brokerage Services Llc Boston MA 02/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Other Businesses

OBA-121581|OrgNmn:MBD Rental Solutions, LLC|Org Addr:Suwanee,Georgia,US|OBA Nature:LLC will be used for a rental |Invst Rel:Y|Title:Partner|Duties:Collect rental payments, house maintenance when needed|StrtDt:06-29-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-17
  • S66 Uniform Combined State Law Examination
    2015-10-17
Other Names
  • Bianka K Guzman
  • Bianka Guzman
  • Bianka Kristina Guzman

View on SEC IAPD

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