Eddy Suriel

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

• 09/2015 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 09/2015 → 05/2021
  Bank Of America, N.A.
  Atlanta, GA
• 09/2015 → 07/2017
  Bank Of America
  Fayetteville, NC
• 01/2012 → 09/2018
  Wells Fargo
  Fayetteville, NC
• 01/2012 → 09/2018
  Lenscrafters
  Fayetteville, NC
• 08/2015 → 12/2017
  Methodist University
  Spring Lake, NC
• 07/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wesley Chapel, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-09-12
• S63 Uniform Securities Agent State Law Examination
  2021-09-13

Other Names

• Eddy J Suriel
• Eddy Juan Suriel
• Eddy Suriel
• Eddy Juan Suriel