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Ricardo Sarricolea

Strategic Advisers LLC

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-16
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-05-16
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Orlando, FL • 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
Fairwinds Credit Union Orlando FL 01/2013 01/2020
Guess Inc Orlando FL 11/2008 12/2017
Cuso Financial Sevices, L.P. San Diego CA 01/2013 01/2020
Securian Financial Services Inc St Paul MN 06/2020 05/2021
Minnesota Life Insurance Co St Paul MN 06/2020 05/2021
Evershore Financial Group Maitland FL 06/2020 04/2021
Joyce Lemos Productions Orlando FL 02/2020 05/2020
Bny Mellon Securities Corporation Lake Mary FL 05/2021 04/2023
Fidelity Investments Greenwood Village CO 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → 01/2020
    Fairwinds Credit Union
    Orlando, FL
  • 11/2008 → 12/2017
    Guess Inc
    Orlando, FL
  • 01/2013 → 01/2020
    Cuso Financial Sevices, L.P.
    San Diego, CA
  • 06/2020 → 05/2021
    Securian Financial Services Inc
    St Paul, MN
  • 06/2020 → 05/2021
    Minnesota Life Insurance Co
    St Paul, MN
  • 06/2020 → 04/2021
    Evershore Financial Group
    Maitland, FL
  • 02/2020 → 05/2020
    Joyce Lemos Productions
    Orlando, FL
  • 05/2021 → 04/2023
    Bny Mellon Securities Corporation
    Lake Mary, FL
  • 04/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Auburndale, FL
  • 2021-06-16 → 2023-03-29
    Bny Mellon Securities Corporation
    Lake Mary, FL
    Uniondale, NY
  • 2021-01-20 → 2021-05-06
    Securian Financial Services, Inc.
    Maitland, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-23
  • S66 Uniform Combined State Law Examination
    2020-11-23
Other Names
  • Ricardo Sarricolea
  • Ricardo Sarricolea

View on SEC IAPD

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