Vincent Loren Friera

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

• 09/2016 → 06/2020
  Axa-Advisors, Llc
  New York, NY
• 06/2020 → 03/2021
  Equitable Advisors, Llc
  New York, NY
• 03/2021 → 12/2022
  Independent Contractor - Dfg Realty
  Encino, CA
• 12/2022 → Present
  Fidelity Investments
  Winnetka, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Winnetka, CA
• 2016-11-09 → 2021-03-16
  Equitable Advisors, Llc
  Los Angeles, CA
  Winnetka, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-11-02

Other Names

• Vince Friera
• Vincent Friera