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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Miami, FL • 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
OrganizationCityStateFromTo
One Miami Financial Group Coral Gables FL 07/2017 05/2018
Axa Advisors, Llc New York NY 05/2018 06/2020
Equitable Advisors, Llc New York NY 05/2018 06/2021
Natural Balance Pet Food Miami FL 04/2016 10/2017
Tlc Family Care Miami FL 07/2016 05/2017
Fidelity Investments Miami FL 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 05/2018
    One Miami Financial Group
    Coral Gables, FL
  • 05/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 05/2018 → 06/2021
    New York, NY
  • 04/2016 → 10/2017
    Natural Balance Pet Food
    Miami, FL
  • 07/2016 → 05/2017
    Tlc Family Care
    Miami, FL
  • 08/2021 → Present
    Fidelity Investments
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-08-15 → 2021-07-09
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-12
  • S66 Uniform Combined State Law Examination
    2019-08-12
Other Names
  • Blanca Rodriguez

View on SEC IAPD

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