Ly Ann Marie Cruz Rodriguez

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

• 01/2020 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 01/2020 → 03/2022
  Bank Of America, N.A.
  San Antonio, TX
• 06/2013 → 05/2019
  Pru Life U.K.
  Taguig
• 06/2019 → 12/2019
  Unemployed
  Seguin, TX
• 04/2022 → Present
  Fidelity Investments
  Seguin, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seguin, TX
• 2021-05-24 → 2022-03-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Braunfels, TX
  New York, NY
  New Braunfels, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-05-22

Other Names

• Ly Ann Marie Lim Cruz
• Ly Ann Marie Cruz Rodriguez
• Lyannmarie Cruz Rodriguez