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Fernando Miguel Ruiz Puig

Strategic Advisers LLC

Fort Worth, TX

Fort Worth, TX

CRD 8036606

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-20
  • TX RA
    APPROVED
    Since 2026-03-20

Branch Locations

Fort Worth, TX • United States

2933 West 7Th St., Fort Worth, TX 76107-2221 • 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
The House Fort Worth Watauga TX 07/2021 04/2022
University Of Texas At Arlington Arlington TX 08/2017 10/2018
Grow Plant Shop Fort Worth TX 10/2019 01/2025
Dwell Coffee And Biscuits Fort Worth TX 03/2019 10/2019
Chick-Fil-A Grapevine TX 10/2018 03/2019
Fidelity Investments Westlake TX 01/2025 Present
Northwest High School Justin TX 08/2013 08/2017
  • 07/2021 → 04/2022
    The House Fort Worth
    Watauga, TX
  • 08/2017 → 10/2018
    University Of Texas At Arlington
    Arlington, TX
  • 10/2019 → 01/2025
    Grow Plant Shop
    Fort Worth, TX
  • 03/2019 → 10/2019
    Dwell Coffee And Biscuits
    Fort Worth, TX
  • 10/2018 → 03/2019
    Chick-Fil-A
    Grapevine, TX
  • 01/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2013 → 08/2017
    Northwest High School
    Justin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-18
S63 Uniform Securities Agent State Law Examination 2025-04-18
  • S66 Uniform Combined State Law Examination
    2026-03-18
  • S63 Uniform Securities Agent State Law Examination
    2025-04-18
Other Names
  • Fernando Ruiz Puig

View on SEC IAPD

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