Abdias Carmona

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

• 04/2015 → 11/2021
  Wells Fargo Bank, Na
  Knightdale, NC
• 02/2019 → 04/2021
  Wells Fargo Clearing Services, Llc
  Knightdale, NC
• 11/2021 → 08/2022
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 04/2015 → 08/2022
  Wells Fargo Bank, Na
  Raleigh, NC
• 08/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2021-12-10 → 2022-08-16
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Raleigh, NC
• 2019-08-07 → 2021-04-28
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Knightdale, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-07
• S63 Uniform Securities Agent State Law Examination
  2019-06-08