Saul Secundino-Portano

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 → 09/2019
  J.P. Morgan Securities Llc
  Westerville, OH
• 05/2017 → 08/2018
  Jpmorgan Chase Bank, N.A.
  Westerville, OH
• 01/2015 → 05/2017
  Jpmorgan Chase Bank, N.A.
  Columbus, OH
• 10/2017 → 12/2017
  Jcpenney Company,Inc
  Columbus, OH
• 10/2019 → 11/2020
  Morgan Stanley
  Columbus, OH
• 09/2021 → 12/2021
  Pfs Investments Inc.
  N Charleston, NC
• 03/2021 → 12/2021
  Primerica Financial Services
  N Charleston, SC
• 11/2020 → 03/2021
  Unemployed
  Columbus, OH
• 11/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Canal Winchester, OH
  Rossville, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-18
• S63 Uniform Securities Agent State Law Examination
  2019-08-16

Other Names

• Saul Portano
• Saul Secundino
• Saul S Portano
• Saul Secundino Portano
• Saul Portano Secundino
• Saul Secunino-Portano
• Saul Secundino-Portano
• Saul Secundinoportano