Julio Antonio Valdez Rodriguez

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-01-09
TX	RA	APPROVED	2025-03-31

UT RA
APPROVED

Since 2026-01-09
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Syracuse, UT • United States

Syracuse, UT • 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

Organization	City	State	From	To
Woodlands Asset Management Inc	The Woodlands	TX	01/2021	08/2021
Rosa'S Pupuseria Y Taqueria	Houston	TX	06/2013	12/2020
Shsu Graduate School	Huntsville	TX	08/2018	03/2020
Student	Houston	TX	01/2010	12/2020
Fidelity Investments	Houston	TX	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2021 → 08/2021

Woodlands Asset Management Inc

The Woodlands, TX
06/2013 → 12/2020

Rosa'S Pupuseria Y Taqueria

Houston, TX
08/2018 → 03/2020

Shsu Graduate School

Huntsville, TX
01/2010 → 12/2020

Student

Houston, TX
08/2021 → Present

Fidelity Investments

Houston, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-10-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Willis, TX
2021-04-19 → 2021-08-13

Woodlands Asset Management Inc

The Woodlands, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-19

S66 Uniform Combined State Law Examination

2021-04-19

Other Names

Julio A Valdez Rodriguez
Julio Antonio Valdez

View on SEC IAPD

More in Syracuse, UT

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