Chelsea Marie Ugarte

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

• 10/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 01/2020 → 10/2021
  Lincoln Property Company
  Jacksonville, FL
• 08/2019 → 12/2020
  Aldi
  Saint Augustine, FL
• 07/2019 → 12/2019
  Club Scientific
  Ponte Vedra Beach, FL
• 03/2019 → 07/2019
  Kitchen Collection
  The Villages, FL
• 05/2018 → 12/2019
  Texas Roadhouse
  Orange Park, FL
• 05/2018 → 05/2018
  Pegasus Residential
  Ocala, FL
• 02/2018 → 05/2018
  Kalamazoo Probation Enhancement Program - Walnut And Park Cafe
  Kalamazoo, MI
• 11/2017 → 01/2018
  Casa Bolero
  Kalamazoo, MI
• 11/2017 → 02/2018
  Jakobson Management Company
  Kalamazoo, MI
• 08/2017 → 02/2018
  Invitations By Design
  Kalamazoo, MI
• 08/2017 → 10/2017
  Amplify Marketing
  Portage, MI
• 08/2015 → 04/2018
  Kalamazoo Valley Community College
  Kalamazoo, MI
• 02/2016 → 03/2017
  Drakes Pond Apartments
  Kalamazoo, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Saint Augustine, FL

Other Businesses

OBA-103681|OrgNmn:Cranberries&Cotton|Org Addr:Saint Augu,Florida,US|OBA Nature:Resale|Invst Rel:N|Title:Sole Proprietor|Duties:Listing items online and shipping items that are sold|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-11-25
• S63 Uniform Securities Agent State Law Examination
  2022-02-07

Other Names

• Chelsea Marie Kimbrell
• Chelsea Marie Lacey