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Julio Moncada

Strategic Advisers LLC

San Jose, CA

Palo Alto, CA

CRD 8242810

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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
CA RA APPROVED 2026-05-27
TX RA APPROVED 2026-05-27
  • CA RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

San Jose, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Team Footworks Education Miami FL 04/2025 04/2025
Team Footworks Education Miami FL 03/2024 04/2024
Unemployed San Jose CA 02/2023 03/2024
Fidelity Investments Palo Alto CA 03/2026 Present
Firsthand Capital Management San Jose CA 08/2008 02/2023
Unemployed Miami FL 04/2025 02/2026
Unemployed Miami FL 04/2024 04/2025
  • 04/2025 → 04/2025
    Team Footworks Education
    Miami, FL
  • 03/2024 → 04/2024
    Team Footworks Education
    Miami, FL
  • 02/2023 → 03/2024
    Unemployed
    San Jose, CA
  • 03/2026 → Present
    Fidelity Investments
    Palo Alto, CA
  • 08/2008 → 02/2023
    Firsthand Capital Management
    San Jose, CA
  • 04/2025 → 02/2026
    Unemployed
    Miami, FL
  • 04/2024 → 04/2025
    Unemployed
    Miami, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-09-27
S65 Uniform Investment Adviser Law Examination 2024-09-12
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27
  • S65 Uniform Investment Adviser Law Examination
    2024-09-12
Other Names
  • Julio Moncada
  • Julio Cesar Moncada

View on SEC IAPD

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