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Ovaldo Humberto Caraveo

Strategic Advisers LLC

Fort Worth, TX

Fort Worth, TX

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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

Fort Worth, TX • United States

2933 West 7Th St., Fort Worth, TX 76107-2221 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 12/2018 Present
Moritz Chrysler Jeep Dodge Ram Fort Worth TX 08/2017 12/2018
Home Depot Lubbock TX 03/2015 05/2017
School Fort Worth TX 05/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2017 → 12/2018
    Moritz Chrysler Jeep Dodge Ram
    Fort Worth, TX
  • 03/2015 → 05/2017
    Home Depot
    Lubbock, TX
  • 05/2017 → 08/2017
    School
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-04
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2020-09-04
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Other Names
  • Osvaldo Caraveo
  • Ovaldo Caraveo

View on SEC IAPD

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