Terrell Flores

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

• 08/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 01/2018 → 06/2021
  Domino's
  Chula Vista, CA
• 08/2019 → 12/2020
  San Diego State University
  San Diego, CA
• 08/2016 → 05/2019
  Southwestern College
  Chula Vista, CA
• 10/2016 → 08/2017
  Finish Line
  San Ysidro, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-129553|OrgNmn:Door Dash|Org Addr:Denver,Colorado,US|OBA Nature:Delivery food to customer's ho|Invst Rel:N|Title:Dasher|Duties:Deliver food to customers in a safe and timely manner|StrtDt:04-30-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-02-18
• S63 Uniform Securities Agent State Law Examination
  2022-01-11

Other Names

• Terrell Amar Flores
• Terrell Flores
• Terrell Amar Flores Askew