Mauricio Rodriguez Gebran

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

• 11/2020 → Present
  Fidelity Investments
  Salt Lake City, UT
• 01/2020 → 11/2020
  Uber
  Salt Lake City, UT
• 04/2019 → 12/2019
  Lyft
  Salt Lake City, UT
• 02/2019 → 10/2019
  Whole Foods Market
  Salt Lake City, UT
• 04/2018 → 02/2019
  Beaumont Bakery
  Salt Lake City, UT
• 01/2017 → 04/2018
  B Bistro Bakery
  Miami, FL
• 01/2017 → 07/2017
  Florida International University
  Miami, FL
• 01/2013 → 12/2016
  Broward College
  Davie, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Charlottesville, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27
• S63 Uniform Securities Agent State Law Examination
  2021-03-10

Other Names

• Maurice Gebran
• Mauricio Rodriguez Gebran
• Mauricio Antonio Rodriguez Gebran