Jose Velasquez

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

• 02/2021 → 09/2021
  G-Net Solutions
  Babylon, NY
• 07/2013 → 09/2021
  The Pool Store Of Long Island
  Locust Valley, NY
• 08/2018 → Present
  Adelphi University Cross Country / Track & Field Team
  Garden City, NY
• 09/2021 → Present
  Fidelity Investments
  Plainview, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Plainview, NY

Other Businesses

OBA-69175|OrgNmn:The Pool Store of Long Island|Org Addr:Locust Val,New York,US|OBA Nature:Pool Maintenance Business|Invst Rel:N|Title:Retail Manager and Technician|Duties:In charge of managing inventory as well as going out in the field as a technician|StrtDt:06-11-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-05-22

Other Names

• Jose Faustino Velasquez