Odalis Medianero

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

• 12/2013 → 06/2019
  New York Life Insurance Company
  Santa Rosa, CA
• 05/2015 → 06/2019
  Nylife Securities Llc
  Santa Rosa, CA
• 06/2019 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Rosa, CA
• 09/2019 → 11/2022
  Bank Of America, N.A.
  Santa Rosa, CA
• 02/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  South Santa Rosa, CA
  San Francisco, CA
• 2019-12-04 → 2022-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Rosa, CA
  New York, NY

Other Businesses

OBA-126268|OrgNmn:ODMO18|Org Addr:SANTA ROSA,California,US|OBA Nature:Original Music/ Songwriting/Co|Invst Rel:N|Title:Sole Propietor/Independent contra|Duties:Writting Lyrics, composing music, social media content posting to promote the music and life style and or interests for marketing and publicit|StrtDt:05-05-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-12-03
• S63 Uniform Securities Agent State Law Examination
  2016-05-04

Other Names

• Odais Medianero