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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mesa, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 09/2020 07/2022
Ascensus Tucson AZ 06/2019 07/2020
University Of Arizona Tucson AZ 06/2015 05/2019
Fidelity Investments Tucson AZ 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 07/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2019 → 07/2020
    Ascensus
    Tucson, AZ
  • 06/2015 → 05/2019
    University Of Arizona
    Tucson, AZ
  • 07/2022 → Present
    Fidelity Investments
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2020-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2020-10-28
Other Names
  • Diego Alejandro Renteria
  • Diego Renteria

View on SEC IAPD

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