Kevin Rodriguez

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

• 09/2020 → Present
  Fidelity Investments
  Merrimack, NH
• 06/2019 → 09/2020
  Fundry
  Jersey City, NJ
• 05/2017 → 06/2017
  Fidelity Investments
  Jersey City, NJ
• 06/2016 → 12/2019
  Delaware North
  East Rutherford, NJ
• 07/2016 → 09/2016
  North Bergen Summer Camp
  North Bergen, NJ
• 09/2016 → 05/2019
  Njcu
  Jersey City, NJ
• 09/2016 → 05/2019
  New Jersey City University
  Jersey City, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  North Bergan, NJ

Other Businesses

OBA-131518|OrgNmn:DJ |Org Addr:North Berg,New Jersey,US|OBA Nature:I DJ as a hobby and sometimes |Invst Rel:N|Title:DJ |Duties:No obligations/duties |StrtDt:09-17-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-05-19
• S63 Uniform Securities Agent State Law Examination
  2021-02-03