Javier Leonardo

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

• 09/2015 → 02/2019
  Fidelity Investments Institutional Services Company, Inc.
  Smithfield, RI
• 03/2017 → 02/2019
  Uber
  Providence, RI
• 02/2019 → 12/2021
  Fidelity Investments
  Smithfield, RI
• 12/2021 → Present
  Fidelity Investments
  Friendswood,, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Friendswood, TX

Other Businesses

OBA-12687|OrgNmn:UBER|Org Addr:Houston,Texas,US|OBA Nature:Driving for UBER|Invst Rel:N|Title:Uber Driver|Duties:Drive individuals that request UBER.|StrtDt:03-27-17|TotHrs/mon:10|TrdHrs/mon:0|OBA-12688|OrgNmn:N/A|Org Addr:Houston,Texas,US|OBA Nature:Music|Invst Rel:N|Title:Independent Musician/Composer|Duties:Song creation.|StrtDt:05-29-19|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-08-29
• S63 Uniform Securities Agent State Law Examination
  2019-06-07

Other Names

• Javier Junior Leonardo
• Javier Leonardo