Sergio Victores

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

• 04/2017 → 04/2018
  Jamba Juice
  Tampa, FL
• 06/2017 → 07/2017
  Autonation
  Ft. Lauderdale, FL
• 06/2017 → 08/2017
  Vacation Village
  Weston, FL
• 05/2018 → 06/2018
  Pizzafire
  Tampa, FL
• 06/2018 → 08/2018
  Fidelity Investments
  Tampa, FL
• 08/2018 → 03/2019
  Malibu Apartments
  Tampa, FL
• 06/2019 → Present
  Fidelity Brokerage Services
  Tampa, FL
• 05/2015 → 06/2017
  Full-Time Education
  Weston, FL
• 03/2019 → 05/2019
  Full-Time Education
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Sergio Samuel Franklin Victores
• Sergio Sf Victores