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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States

Miami, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Schaumburg IL 07/2015 11/2017
Charles Schwab Bank Schaumburg IL 11/2016 11/2017
N/A Schaumburg IL 12/2017 03/2018
Td Ameritrade Chicago IL 03/2018 01/2021
Td Ameritrade Oak Brook IL 01/2021 02/2021
Fidelity Investments Covington KY 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 11/2017
    Schaumburg, IL
  • 11/2016 → 11/2017
    Charles Schwab Bank
    Schaumburg, IL
  • 12/2017 → 03/2018
    N/A
    Schaumburg, IL
  • 03/2018 → 01/2021
    Td Ameritrade
    Chicago, IL
  • 01/2021 → 02/2021
    Td Ameritrade
    Oak Brook, IL
  • 04/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2021-02-08 → 2021-02-17
    Td Ameritrade, Inc.
    Oak Brook, IL
  • 2021-02-08 → 2021-02-17
    Td Ameritrade Investment Management, Llc
    Oak Brook, IL
  • 2018-04-17 → 2021-01-11
    Td Ameritrade, Inc.
    Merrillville, IN
    Chicago, IL
    Chicago, IL
  • 2018-04-17 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Merrillville, IN
    Chicago, IL
    Chicago, IL
  • 2016-01-12 → 2017-11-14
    Indianapolis, IN
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-17
  • S66 Uniform Combined State Law Examination
    2015-12-17
Other Names
  • Abraham Anthony Aviles
  • Abraham A Aviles

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