Joao Paulo Depina Monteiro

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 → Present
  Fidelity Investment
  Covington, KY
• 06/2019 → 09/2020
  Edelweiss Lodge And Resort/Us Department Of Defense
  Garmisch-P
• 07/2018 → 06/2019
  Centre College
  Danville, KY
• 08/2014 → 05/2018
  Centre College
  Danville, KY
• 05/2017 → 08/2017
  Cb Richard Ellis- Ne Partner
  Boston, MA
• 05/2014 → 08/2017
  Ashmont Grill
  Boston, MA
• 08/2014 → 05/2018
  Centre College
  Danville, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-127611|OrgNmn:Delta Chapter of Phi Kappa Tau Board of Governors |Org Addr:Danville,Kentucky,US|OBA Nature:Board of Governors for a Frate|Invst Rel:N|Title:memeber of the board|Duties:The Board of Governors for Phi Kappa Tau Fraternity, provides oversight and strategic guidance to ensure the chapter operations aligns with bo|StrtDt:03-09-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-06-10
• S63 Uniform Securities Agent State Law Examination
  2021-03-08

Other Names

• Joao Paulo Depina Monteiro
• Joao Paulo Monteiro