Francisco B Almada

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

• 08/2001 → 12/2017
  University Of Arizona, Salpointe Catholic, St. Cyril
  Tucson, AZ
• 04/2016 → 05/2023
  Union Capital Company
  Tucson, AZ
• 05/2023 → Present
  Fidelity Investments
  Tucson, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tucson, AZ
• 2019-10-04 → 2023-06-05
  Union Capital Company
  Tucson, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-10-03

Other Names

• Frankie Almada
• Frank Almada
• Frank Almada
• Francisco B Almada
• Francisco B Almada