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David Ariel Angulo

Strategic Advisers LLC

Coral Gables, FL

Miami, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-08
  • FL RA
    APPROVED
    Since 2026-04-08

Branch Locations

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States

Miami, FL • 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
South Miami Hospital Miami FL 05/2017 12/2018
Christopher Columbus High School Miami FL 08/2014 05/2017
Hurricane Digital Marketing Miami FL 02/2020 10/2025
City Of Doral Parks And Recreation Miami FL 08/2019 02/2020
Nicklaus Childrens Hospital Miami FL 06/2024 10/2025
Optimum Logostics Miami FL 12/2024 10/2025
Fidelity Investments Coral Gables FL 11/2025 Present
Forever Yours Events Miami FL 12/2024 10/2025
Continental National Bank Miami FL 12/2018 08/2019
  • 05/2017 → 12/2018
    South Miami Hospital
    Miami, FL
  • 08/2014 → 05/2017
    Christopher Columbus High School
    Miami, FL
  • 02/2020 → 10/2025
    Hurricane Digital Marketing
    Miami, FL
  • 08/2019 → 02/2020
    City Of Doral Parks And Recreation
    Miami, FL
  • 06/2024 → 10/2025
    Nicklaus Childrens Hospital
    Miami, FL
  • 12/2024 → 10/2025
    Optimum Logostics
    Miami, FL
  • 11/2025 → Present
    Fidelity Investments
    Coral Gables, FL
  • 12/2024 → 10/2025
    Forever Yours Events
    Miami, FL
  • 12/2018 → 08/2019
    Continental National Bank
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-25
  • S66 Uniform Combined State Law Examination
    2025-10-25
Other Names
  • David Angulo

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

More in Coral Gables, FL

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