Chaundra Angela Cabrera

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

• 11/2008 → 02/2019
  Charles Schwab & Co.,Inc
  Phoenix, AZ
• 03/2019 → 10/2020
  Griffin Capital Securities, Llc
  Phoenix, AZ
• 11/2020 → 03/2021
  Unemployment
  Phoenix, AZ
• 03/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Phoenix, AZ

Other Businesses

OBA-125617|OrgNmn:Evergreen 9 Condo Assoc. by GUD Community Mgmt|Org Addr:Phoenix,Arizona,US|OBA Nature:Homeowners Association|Invst Rel:N|Title:Officer|Duties:Duties involve homeowners association activities such as approving purchases and making decisions for maintenance of the residential community|StrtDt:01-01-26|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-05-21
• S63 Uniform Securities Agent State Law Examination
  2013-12-16