Oscar Rodriguez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 01/2020
  Jp Morgan Securities Llc
  Camarillo, CA
• 11/2013 → 01/2020
  Jp Morgan Chase Bank
  Camarillo, CA
• 07/2020 → 01/2021
  Morgan Stanley Private Bank, N.A
  Woodland Hills, CA
• 06/2020 → 01/2021
  Morgan Stanley
  Woodland Hills, CA
• 02/2021 → 10/2021
  Jp Morgan Chase Bank
  Oxnard, CA
• 02/2021 → 09/2021
  Jp Morgan Securities Llc
  Oxnard, CA
• 02/2020 → 05/2020
  Unemployed
  Oxnard, CA
• 10/2021 → Present
  Fidelity Brokerage Services Llc
  Thousand Oaks, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Thousand Oaks, CA
• 2021-02-23 → 2021-09-25
  J.P. Morgan Securities Llc
  Oxnard, CA
• 2020-05-08 → 2021-02-02
  Morgan Stanley
  Woodland Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-08
• S63 Uniform Securities Agent State Law Examination
  2013-12-19

Other Names

• Oscar Rodriguez Lupercio
• Oscar Rodriguez Lupercio
• Oscar Rodriguez Lupercio