Simon Pardo

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

• 07/2020 → Present
  Fidelity Investments
  Mclean, VA
• 04/2019 → 07/2020
  Citibank
  Washington, DC
• 11/2017 → 04/2019
  Enterprise Holdings
  Woodbridge, VA
• 08/2016 → 11/2017
  Enterprise Holdings
  Chantilly, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-04-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tysons Corner, VA

Other Businesses

OBA-108502|OrgNmn:Richmond Realty Ventures, LLC|Org Addr:Falls Chur,Virginia,US|OBA Nature:Residential Real Estate Invest|Invst Rel:Y|Title:Partner|Duties:Help Respond to Emails from Property Manager as needed|StrtDt:04-08-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-12-11

Designations

• Certified Financial Planner

Other Names

• Simon Joseph Quinonez
• Simon Joseph Pardo