Blanca Elena Pasallo

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 → 06/2021
  Td Ameritrade
  San Diego, CA
• 07/2019 → 06/2020
  Unleashed By Petco
  Spring Valley, CA
• 10/2014 → 08/2020
  Chase Bank
  Spring Valley, CA
• 05/2021 → 08/2022
  Sedberry Tobin Insurance Services Dba Contractor Prevailing Wage
  San Diego, CA
• 08/2022 → Present
  Fidelity Investments
  La Mesa, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-11-25
• S63 Uniform Securities Agent State Law Examination
  2020-10-15

Other Names

• Blanca Elena Pasallo
• Blanca E. Pasallo
• Blanca E Pasallo