Selena Valencia

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

• 04/2019 → Present
  Fidelity Brokerage Services Llc
  San Diego, CA
• 06/2014 → 06/2018
  Revolt Tv
  Hollywood, CA
• 06/2018 → 04/2019
  Babysitting/Travelling
  Simi Valley, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-12-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA

Other Businesses

OBA-114832|OrgNmn:SwipeRight Stays, LLC|Org Addr:San Diego,California,US|OBA Nature:Single Family Home - Short Ter|Invst Rel:Y|Title:Partner|Duties:Manage rental property|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-16
• S63 Uniform Securities Agent State Law Examination
  2020-02-14

Other Names

• Selena Renee Valencia