Apollo Santos

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

• 06/2020 → 01/2021
  E*Trade Securities Llc
  Palo Alto, CA
• 01/2018 → 06/2020
  P.F Changs
  Palo Alto, CA
• 05/2019 → 08/2019
  Alliance Residential
  East Palo Alto, CA
• 05/2018 → 08/2018
  Chase
  Palo Alto, CA
• 06/2014 → 12/2017
  Ihop
  San Bernardino, CA
• 09/2020 → 01/2021
  E*Trade Capital Management Llc
  Palo Alto, CA
• 01/2021 → 05/2022
  E*Trade Securities Llc
  Menlo Park, CA
• 01/2021 → 05/2022
  E*Trade Capital Management Llc
  Menlo Park, CA
• 05/2022 → 08/2023
  E*Trade Securities Llc
  Menlo Park, CA
• 05/2022 → 08/2023
  E*Trade Capital Management Llc
  Menlo Park, CA
• 03/2023 → 08/2023
  Morgan Stanley
  Menlo Park, CA
• 08/2023 → Present
  Fidelity Investments
  Los Gatos, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Los Gatos, CA
• 2023-09-05 → 2023-09-21
  Morgan Stanley
  Menlo Park, CA
• 2020-11-02 → 2023-09-05
  Harrisdirect Llc
  Menlo Park, CA
  Arlington, VA
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-02

Other Names

• Apollo Angelo Santos