Lamberto Quintero

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NV RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Henderson, NV • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Anaheim	CA	06/2014	05/2017
Citi Bank	Los Altos	CA	05/2017	09/2018
Citigroup	Santa Clara	CA	09/2018	11/2021
Fidelity Investmenst	Fremont	CA	11/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2014 → 05/2017

J.P. Morgan Securities Llc

Anaheim, CA
05/2017 → 09/2018

Citi Bank

Los Altos, CA
09/2018 → 11/2021

Citigroup

Santa Clara, CA
11/2021 → Present

Fidelity Investmenst

Fremont, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-05-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Henderson, NV

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-26
S63	Uniform Securities Agent State Law Examination	2014-09-17

S66 Uniform Combined State Law Examination

2022-04-26
S63 Uniform Securities Agent State Law Examination

2014-09-17

View on SEC IAPD

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