Victoria Bonadio

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

• 03/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 05/2018 → 11/2019
  Advanced Business Computers Of America
  Jacksonville, FL
• 01/2020 → 03/2020
  Drybar
  Jacksonville, FL
• 03/2016 → 04/2018
  Ashlegryre
  Atlantic Beach, FL
• 06/2015 → 04/2019
  University Of North Florida
  Jacksonville, FL
• 09/2019 → 01/2020
  Unemployed
  Jacksonville, FL
• 08/2016 → 10/2016
  The Cheesecake Factory
  Jacksonville, FL
• 06/2021 → Present
  Fidelity Investments
  Ft. Lauderdale, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boca Raton, FL
  Ft. Lauderdale, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-06
• S63 Uniform Securities Agent State Law Examination
  2022-06-01

Other Names

• Victoria Rae Bonadio