Victor Lorenzo Escarcega

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

• 11/2019 → Present
  Fidelity Brokerage Services Llc
  Denver, CO
• 09/2019 → 11/2019
  Olive Garden
  Denver, CO
• 05/2019 → 09/2019
  Bank Of America
  Port Charlotte, FL
• 04/2019 → 07/2019
  The Home Depot
  North Port, FL
• 08/2017 → 02/2019
  Key Bank
  Denver, CO
• 02/2019 → 04/2019
  Unemployed
  North Port, FL
• 02/2017 → 08/2017
  Bellco
  Denver, CO
• 06/2011 → 02/2017
  Wells Fargo Bank
  Arvada, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-129845|OrgNmn:Victory Road Vending Machines LLC|Org Addr:Brighton,Colorado,US|OBA Nature:LLC provides vending machine s|Invst Rel:N|Title:Sole Proprietor|Duties:The duties will include; Stocking and Re-stocking machines with drinks and snacks on a weekly basis. This will require a weekly drive to vend|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-10-14
• S63 Uniform Securities Agent State Law Examination
  2020-02-14

Other Names

• Victor Lorenzo Escarcega
• Victor L Escarcega