Angelica De Leon

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

• 12/2016 → 03/2022
  Wells Fargo Advisors, Llc
  La Jolla, CA
• 04/2016 → 11/2016
  Bank Of America
  La Mesa, CA
• 11/2016 → 12/2016
  Uemployed
  San Ysidro, CA
• 04/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Ysidro, CA
• 2016-12-19 → 2022-03-14
  Wells Fargo Clearing Services, Llc
  La Jolla, CA
• 2015-08-05 → 2016-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bonita, CA
  Bonita, CA
  Riverside, CA
• 2011-01-03 → 2014-11-26
  Wells Fargo Clearing Services, Llc
  Chula Vista, CA
  San Diego, CA
• 2009-03-27 → 2011-01-03
  Wells Fargo Investments, Llc
  San Diego, CA
  Chula Vista, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-03-26

Other Names

• Angelica Ramirez
• Angelica D Leon
• Angelica Castro Ramirez
• Angelica De Leon
• Angie De Leon
• Angelica Deleon