Ronald Darwin

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

• 12/2015 → 05/2017
  Jpmorgan Chase Bank, N.A.
  New Braunfels, TX
• 02/2018 → 06/2018
  Transamerica Financial Advisors, Inc
  Plano, TX
• 01/2018 → 06/2018
  World Financial Group, Inc.
  Plano, TX
• 12/2015 → 05/2017
  J.P. Morgan Securities Llc
  New Braunfels, TX
• 12/2017 → 01/2018
  Symmettry Financial Group
  Canyon Lake, TX
• 06/2018 → 12/2018
  Wells Fargo Bank, Na
  Canyon Lake, TX
• 07/2018 → 12/2018
  Wells Fargo Clearing Services, Llc
  Canyon Lake, TX
• 01/2019 → 09/2019
  J.P. Morgan Securities Llc
  San Antonio, TX
• 05/2017 → 02/2018
  Pfs Investments Inc.
  San Antonio, TX
• 04/2019 → 08/2021
  Magron Rambling, Llc
  Canyon Lake, TX
• 04/2019 → 08/2021
  Magron Investments, Llc.
  Canyon Lake, TX
• 11/2019 → 09/2021
  Victory Capital Advisers, Inc.
  San Antonio, TX
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2021-01-22 → 2021-09-09
  Victory Capital Management Inc.
  San Antonio, TX
• 2019-03-19 → 2019-08-28
  J.P. Morgan Securities Llc
  San Antonio, TX
• 2018-07-19 → 2019-01-03
  Wells Fargo Clearing Services, Llc
  Canyon Lake, TX
  Austin, TX
• 2018-02-21 → 2018-06-12
  Transamerica Financial Advisors, Llc
  Plano, TX
• 2017-09-29 → 2018-02-12
  Pfs Investments Inc.
  San Antonio, TX

Other Businesses

OBA-89015|OrgNmn:carport sells|Org Addr:cleveland,Texas,US|OBA Nature:selling carports and metal bui|Invst Rel:N|Title:owner|Duties:Find clients who want a carport and close business|StrtDt:|TotHrs/mon:10|TrdHrs/mon:3|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-22
• S63 Uniform Securities Agent State Law Examination
  2015-06-11

Other Names

• Ron Eugene Darwin
• Ronald Eugene Darwin
• Ronald Darwin
• Ronald Darwin
• Ronald E Darwin
• Ronald Eugene Darwin