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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

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

Branch Locations

139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392 • United States

San Antonio, TX • 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
Jp Morgan Chase Bank Na San Antonio TX 09/2013 12/2018
Texas Army National Guard Austin TX 08/2012 08/2018
Jp Morgan Securities, Llc San Antonio TX 12/2018 06/2019
Usaa Financial Advisors, Inc. San Antonio TX 06/2019 09/2020
Strategic Staffing Solutions San Antonio TX 05/2019 06/2021
Cuellar & Associates San Antonio TX 10/2020 06/2021
Royal Alliance Associates, Inc. San Antonio TX 10/2020 06/2021
Fidelity Investments San Antonio TX 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 12/2018
    Jp Morgan Chase Bank Na
    San Antonio, TX
  • 08/2012 → 08/2018
    Texas Army National Guard
    Austin, TX
  • 12/2018 → 06/2019
    Jp Morgan Securities, Llc
    San Antonio, TX
  • 06/2019 → 09/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 05/2019 → 06/2021
    Strategic Staffing Solutions
    San Antonio, TX
  • 10/2020 → 06/2021
    Cuellar & Associates
    San Antonio, TX
  • 10/2020 → 06/2021
    Royal Alliance Associates, Inc.
    San Antonio, TX
  • 06/2021 → Present
    Fidelity Investments
    San Antonio, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-10
S63 Uniform Securities Agent State Law Examination 2019-03-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-10
  • S63 Uniform Securities Agent State Law Examination
    2019-03-20
Other Names
  • Linda Rodriguez
  • Linda Hernandez

View on SEC IAPD

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