Roland Patrick Villanueva

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

• 03/2016 → 01/2020
  Td Ameritrade
  Cupertino, CA
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Palo Alto, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palo Alto, CA
• 2016-10-24 → 2020-01-31
  Td Ameritrade, Inc.
  Cupertino, CA
• 2016-10-24 → 2020-01-31
  Td Ameritrade Investment Management, Llc
  Cupertino, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-10-21

Other Names

• Roland Patrick Villanueva