Antonio Sepulveda Jr.

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

• 08/2020 → 10/2020
  Equitable Advisors, Llc
  New York, NY
• 08/2015 → 12/2020
  99 Cents Stores
  Lakewood, CA
• 07/2017 → 08/2019
  Merit Moving Systems, Inc.
  Buena Park, CA
• 12/2020 → 01/2022
  American Honda Finance Corporation
  Cypress, CA
• 01/2022 → Present
  Fidelity Investments
  Westlake, TX
• 09/2015 → 03/2020
  University Of California Irvine
  Irvine, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pasadena, CA
• 2020-09-25 → 2020-10-29
  Equitable Advisors, Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-22

Other Names

• Antonio Sepulveda
• Antonio Sepulveda