Veronica Vera

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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Belleview, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Chicago	IL	06/2018	05/2021
Rasmussen College	Ocala	FL	12/2017	12/2018
Ocala Eye Pa	Ocala	FL	05/2013	05/2018
Fidelity Investments	Jacksonville	FL	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2018 → 05/2021

Td Ameritrade

Chicago, IL
12/2017 → 12/2018

Rasmussen College

Ocala, FL
05/2013 → 05/2018

Ocala Eye Pa

Ocala, FL
06/2021 → Present

Fidelity Investments

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-10-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tampa, FL
2019-10-02 → 2021-06-02

Td Ameritrade, Inc.

Chicago, IL

Chicago, IL

Omaha, NE

Tampa, FL
2019-10-02 → 2021-06-02

Td Ameritrade Investment Management, Llc

Chicago, IL

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-27

S66 Uniform Combined State Law Examination

2019-09-27

Other Names

Veronica Marie Vera

View on SEC IAPD