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Rodrigo Flores

Strategic Advisers LLC

Berkeley, CA

Kensington, CA

Berkeley, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

Kensington, CA • United States

2120 University Ave, Berkeley, CA 94704-1026 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umpqua Bank Ca CA 04/2019 01/2020
United States Navy Hi HI 06/2009 09/2016
Solutions Ati Ca CA 03/2017 03/2019
Tardus Wealth Strategies Hi HI 10/2016 03/2017
Fidelity Investments Berkeley CA 08/2024 Present
Prologis Ca CA 04/2020 03/2024
Unemployed Kensington CA 03/2024 07/2024
Full Time Student Berkeley CA 01/2020 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 01/2020
    Umpqua Bank
    Ca, CA
  • 06/2009 → 09/2016
    United States Navy
    Hi, HI
  • 03/2017 → 03/2019
    Solutions Ati
    Ca, CA
  • 10/2016 → 03/2017
    Tardus Wealth Strategies
    Hi, HI
  • 08/2024 → Present
    Fidelity Investments
    Berkeley, CA
  • 04/2020 → 03/2024
    Prologis
    Ca, CA
  • 03/2024 → 07/2024
    Unemployed
    Kensington, CA
  • 01/2020 → 04/2020
    Full Time Student
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
    Kensington, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

View on SEC IAPD

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Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
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