Adrian Badillo-Bautista

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

• 05/2016 → 09/2016
  Peppermil
  West Wendover, NV
• 08/2016 → 11/2016
  Tooele County School District
  Wendover, UT
• 11/2016 → 11/2018
  Fedex
  North Salt Lake, UT
• 12/2018 → 01/2019
  Amazon
  West Valley, UT
• 01/2019 → 03/2020
  Wells Fargo
  West Valley, UT
• 03/2020 → 05/2020
  Unemployed
  Taylorsville, UT
• 05/2020 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-04-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2021-04-01
• S63 Uniform Securities Agent State Law Examination
  2020-09-11

Other Names

• Adrian Badillo