Amanda Ruiz

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

• 03/2017 → 06/2021
  Wells Fargo Bank, Na
  Doral, FL
• 04/2025 → 05/2025
  Unemployed
  Miami, FL
• 05/2025 → Present
  Fidelity Investments
  Tallahassee, FL
• 06/2021 → 12/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 08/2016 → 02/2017
  Wells Fargo Bank, Na
  Hialeah Gardens, FL
• 01/2022 → 03/2025
  Morgan Stanley
  Miami, FL
• 08/2015 → 12/2021
  Wells Fargo Bank, Na
  Miami, FL

Previous Registrations

• 2022-01-05 → 2025-03-28
  Morgan Stanley
  Miami, FL
• 2021-10-11 → 2022-01-07
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08

Other Names

• Amanda Ruiz