Diego Andre Barrionuevo Delgado

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 → 08/2022
  Jpmorgan Chase Bank, N.A.
  San Jose, CA
• 05/2020 → 08/2022
  J.P. Morgan Securities Llc
  San Jose, CA
• 07/2011 → 02/2020
  The Fish Market Restaurants
  Santa Clara, CA
• 08/2016 → 05/2018
  San Jose State University
  San Jose, CA
• 08/2022 → Present
  Fidelity Investments
  Beaverton, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Beaverton, OR
• 2020-08-21 → 2022-08-06
  J.P. Morgan Securities Llc
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-08-20

Other Names

• Diego Andre Barrionuevo Delgado
• Diego Delgado
• Diego Andre Barrionuevo
• Diego Andr Barrionuevodelgado