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Ana Natalia Mundo

Strategic Advisers LLC

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Dallas, TX • 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
Pentegra Services Inc Dallas TX 09/2014 10/2016
Pentegra Distributors Inc White Plains NY 11/2014 10/2016
Ernst & Young Dallas TX 10/2016 08/2022
Fidelity Investments Dallas TX 07/2023 Present
Dlm Supply Dallas TX 11/2002 07/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 10/2016
    Pentegra Services Inc
    Dallas, TX
  • 11/2014 → 10/2016
    Pentegra Distributors Inc
    White Plains, NY
  • 10/2016 → 08/2022
    Ernst & Young
    Dallas, TX
  • 07/2023 → Present
    Fidelity Investments
    Dallas, TX
  • 11/2002 → 07/2023
    Dlm Supply
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-18
S65 Uniform Investment Adviser Law Examination 2017-07-10
  • S63 Uniform Securities Agent State Law Examination
    2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2017-07-10
Other Names
  • Natalia Navarro
  • Ana Navarro
  • Ana Natalia Navarro
  • Ana Natalia Navarro
  • Ana Natalia Mundo
  • Ananatalia Mundo

View on SEC IAPD

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