Daniella Quintero

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

• 03/2019 → 01/2021
  Mass Mutual Life Insurance Company
  Coral Gables, FL
• 05/2014 → 05/2017
  Florida State University
  Tallahassee, FL
• 06/2017 → 04/2019
  Unemployed
  Miramar, FL
• 08/2020 → 01/2021
  Mml Investors Services, Llc
  Coral Gables, FL
• 01/2021 → 06/2021
  Securities America, Inc.
  Miami, FL
• 01/2021 → 06/2021
  Securities America Advisors
  Miami, FL
• 06/2021 → Present
  Fidelity Investments
  Ft. Lauderdale, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ft. Lauderdale, FL
  New York, NY
• 2021-01-13 → 2021-06-11
  Securities America Advisors, Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-11-21