Ana Romero

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

• 10/2020 → 06/2021
  Equitable Advisors, Llc
  New York, NY
• 10/2011 → 08/2021
  Amway Global
  Matawan, NJ
• 04/2016 → 10/2017
  Vida Academy
  Perth Amboy, NJ
• 08/2021 → Present
  Fidelity Investments
  Matawan, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
• 2021-02-23 → 2021-06-11
  Equitable Advisors, Llc
  Wall, NJ

Other Businesses

OBA-63375|OrgNmn:Amway Global|Org Addr:Ada,Michigan,US|OBA Nature:e-commerce of health, beauty, |Invst Rel:N|Title:Independent Business Owner|Duties:answer questions clients may have about the products or direct them to the customer service number.|StrtDt:10-27-11|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-01-25

Other Names

• Ana Romero
• Ana Cecilia Romero