Soloman Garcia

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

• 08/2018 → 12/2018
  Edward Jones
  St Louis, MO
• 10/2011 → 07/2018
  Southern Glazer's Wine And Spiritis
  Denver, CO
• 01/2019 → 04/2021
  Unemployed
  Westminster, CO
• 04/2021 → 10/2021
  Fidelity Investments
  Greenwood Village, CO
• 01/2012 → 05/2017
  Regis University
  Denver, CO
• 02/2022 → 08/2022
  Robinhood Financial, Llc
  Denver, CO
• 06/2022 → 08/2022
  Robinhood Markets, Inc
  Denver, CO
• 08/2022 → 01/2023
  Unemployed
  Denver, CO
• 02/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 09/2020 → 09/2020
  Sgws
  Denver, CO
• 11/2021 → 12/2021
  Sysco
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2021-08-20 → 2021-10-29
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2018-10-05 → 2018-12-21
  Edward Jones
  Westminter, CO
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2021-08-09

Other Names

• Soloman Dewayne Garcia