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Bernardo Aguirre

Strategic Advisers LLC

Tucson, AZ

Tucson, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Tucson, AZ • 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
Fidelity Brokerage Services Llc Tucson AZ 04/2018 Present
Crest Insurance Tucson AZ 09/2017 01/2018
University Of Arizona Tucson AZ 08/2013 08/2017
Salpointe Catholic High School Tucson AZ 05/2013 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → Present
    Fidelity Brokerage Services Llc
    Tucson, AZ
  • 09/2017 → 01/2018
    Crest Insurance
    Tucson, AZ
  • 08/2013 → 08/2017
    University Of Arizona
    Tucson, AZ
  • 05/2013 → 05/2018
    Salpointe Catholic High School
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-10
S63 Uniform Securities Agent State Law Examination 2019-02-05
  • S66 Uniform Combined State Law Examination
    2020-08-10
  • S63 Uniform Securities Agent State Law Examination
    2019-02-05

View on SEC IAPD

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ALLSTATE FINANCIAL ADVISORS, LLC
AIO FINANCIAL, LLC
EDWARD JONES
FINANCIAL DIRECTIONS LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

MARTIN ANTHONY SMITH
ALEXANDER DEVEREAUX PARRS
ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

More in Tucson, AZ

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