Ryan Domenico

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

• 05/2011 → 03/2019
  Charles Schwab Bank
  Newport Beach, CA
• 05/2011 → 03/2019
  Charles Schwab & Co., Inc.
  Newport Beach, CA
• 03/2019 → 06/2019
  Travel Sabbatical
  Costa Mesa, CA
• 06/2019 → 11/2019
  Pariax Private Wealth Management
  Newport Beach, CA
• 12/2019 → 12/2020
  Td Ameritrade
  Carlsbad, CA
• 12/2020 → Present
  Fidelity Investments
  San Diego, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-01-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA
• 2019-12-16 → 2021-01-11
  Td Ameritrade, Inc.
  Carlsbad, CA
• 2019-12-16 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Carlsbad, CA
• 2019-07-19 → 2019-11-26
  Pariax Private Wealth Management
  Newport Beach, CA
• 2011-08-22 → 2019-03-28
  Charles Schwab & Co., Inc.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-08-19

Other Names

• Ryan Anthony Domenico