Rodrigo Jose Taboada

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

• 04/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2017 → 08/2021
  Block By Block
  Hollywood, FL
• 07/2011 → 09/2019
  National Guard
  Miami, FL
• 04/2020 → 08/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2021 → Present
  Fidelity Investments
  Miami, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2021-06-11 → 2021-08-17
  Equitable Advisors, Llc
  Ft. Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-06-09

Other Names

• Rodrigo Taboada
• Rodrigo Jose Taboada