Tristan Alvarado

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

• 07/2020 → 04/2021
  Unemployed
  San Antonio, TX
• 08/2016 → 05/2020
  University Of Texas At San Antonio
  San Antonio, TX
• 10/2021 → 12/2025
  Equitable Advisors
  New York, NY
• 12/2025 → Present
  Fidelity Investments
  San Antonio, TX
• 08/2017 → 07/2020
  Cracker Barrel
  San Antonio, TX
• 04/2021 → 07/2021
  Maximus
  San Antonio, TX
• 06/2016 → 06/2018
  University Of Texas At San Antonio
  San Antonio, TX
• 07/2021 → 10/2021
  Unemployed
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-10
• S63 Uniform Securities Agent State Law Examination
  2021-11-21

Other Names

• Tristan Alvarado
• Tristan Anthony Alvarado