Faustino Trevino

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

• 02/2016 → 02/2023
  Charles Schwab & Co., Inc.
  Germantown, TN
• 02/2016 → 02/2023
  Charles Schwab Bank, Ssb
  Germantown, TN
• 02/2023 → Present
  Fidelity Investments
  Germantown, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Germantown, TN
• 2016-04-11 → 2023-02-16
  Charles Schwab & Co., Inc.
  Germantown, TN

Other Businesses

OBA-96492|OrgNmn:C & C Investment Partners LLC |Org Addr:Colliervil,Tennessee,US|OBA Nature:Spouse and I purchased rental |Invst Rel:Y|Title:Partner|Duties:Solely to have rental property in LLC |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-09
• S63 Uniform Securities Agent State Law Examination
  2014-06-28

Designations

• Certified Financial Planner

Other Names

• J R Trevino
• Faustino Trevino
• Faustino Trevino