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Juan Carlos Arango

Strategic Advisers LLC

Dunwoody, GA

Alpharetta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Alpharetta, GA • 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
Td Ameritrade, Inc. Atlanta GA 02/2006 12/2022
Td Ameritrade Investment Management, Llc Alpharetta GA 05/2015 12/2022
Charles Schwab & Co., Inc. Atlanta GA 01/2022 11/2023
Schwab Wealth Advisory, Inc. Atlanta GA 11/2022 11/2023
Fidelity Investments Dunwoody GA 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2006 → 12/2022
    Td Ameritrade, Inc.
    Atlanta, GA
  • 05/2015 → 12/2022
    Td Ameritrade Investment Management, Llc
    Alpharetta, GA
  • 01/2022 → 11/2023
    Charles Schwab & Co., Inc.
    Atlanta, GA
  • 11/2022 → 11/2023
    Schwab Wealth Advisory, Inc.
    Atlanta, GA
  • 11/2023 → Present
    Fidelity Investments
    Dunwoody, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
  • 2023-03-06 → 2023-11-29
    Schwab Wealth Advisory, Inc.
    Atlanta, GA
    Alpharetta, GA
  • 2022-02-17 → 2023-03-08
    Charles Schwab & Co., Inc.
    Alpharetta, GA
    Indianapolis, IN
    Atlanta, GA
  • 2015-06-02 → 2022-12-15
    Td Ameritrade Investment Management, Llc
    Atlanta, GA
    Alpharetta, GA
  • 2015-06-02 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Worth, TX
    Omaha, NE
    Omaha, NE
    Jersey City, NJ
    Jersey City, NJ
    Atlanta, GA
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-26
S63 Uniform Securities Agent State Law Examination 1996-07-03
  • S66 Uniform Combined State Law Examination
    2015-05-26
  • S63 Uniform Securities Agent State Law Examination
    1996-07-03
Other Names
  • Juan Arango

View on SEC IAPD

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Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

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