Leonardo Rivera

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

• 06/2021 → 03/2022
  Equitable Advisors, Llc
  New York, NY
• 05/2020 → 06/2021
  Unemployed
  Manteca, CA
• 12/2018 → 03/2020
  Fastenal Company
  San Jose, CA
• 09/2018 → 12/2018
  Jpd Financial
  San Jose, CA
• 07/2017 → 05/2018
  Salas O'BRien Engineers
  San Jose, CA
• 08/2016 → 05/2020
  San Jose University
  San Jose, CA
• 06/2021 → 02/2023
  Silo Elevated Entertainment
  San Antonio, TX
• 02/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
  Westlake, TX
  San Antonio, TX

Other Businesses

OBA-108551|OrgNmn:Rivera Notary |Org Addr:San Antoni,Texas,US|OBA Nature:Providing notary signatures fo|Invst Rel:N|Title:Sole Proprietor|Duties:Providing notary services |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-116010|OrgNmn:SuperSonic PowerWashing LLC|Org Addr:San Antoni,Texas,US|OBA Nature:Power Washing |Invst Rel:N|Title:Sole Proprietor|Duties:Expected to fully clean exterior of fast food restaurants|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-09-23
• S63 Uniform Securities Agent State Law Examination
  2022-03-11

Other Names

• Leonardo Rivera
• Leo Rivera
• Leonardo Antonio Rivera