Omar Ramirez

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States

Aurora, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase	Palm Desert	CA	03/2016	05/2019
Avalon Hotel	Palm Springs	CA	06/2019	11/2019
Fidelity Talentsource	Palm Desert	CA	11/2019	07/2020
California State University, San Bernardino	San Bernardino	CA	09/2015	06/2020
Fidelity Investments	Greenwood Village	CO	08/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2016 → 05/2019

Jpmorgan Chase

Palm Desert, CA
06/2019 → 11/2019

Avalon Hotel

Palm Springs, CA
11/2019 → 07/2020

Fidelity Talentsource

Palm Desert, CA
09/2015 → 06/2020

California State University, San Bernardino

San Bernardino, CA
08/2020 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-12-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-30

S66 Uniform Combined State Law Examination

2020-11-30

View on SEC IAPD

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