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Gustavo Adolfo Valencia

Strategic Advisers LLC

Plano, TX

Plano, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Plano, TX • 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
David Lerner Associates, Inc White Plains NY 05/2015 07/2019
Fidelity Brokerage Services Llc Westlake TX 10/2019 Present
Power Home Remodeling Irving TX 09/2019 10/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 07/2019
    David Lerner Associates, Inc
    White Plains, NY
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 09/2019 → 10/2019
    Power Home Remodeling
    Irving, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-05
S63 Uniform Securities Agent State Law Examination 2015-07-15
  • S65 Uniform Investment Adviser Law Examination
    2019-03-05
  • S63 Uniform Securities Agent State Law Examination
    2015-07-15
Other Names
  • Gustavo Adolfo Valencia
  • Gustavo Valencia

View on SEC IAPD

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