Jose A. Monterroso

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

• 05/2020 → 12/2021
  Garden Bar And Bistro
  San Antonio, TX
• 05/2021 → 12/2021
  Brick House
  San Antonio, TX
• 09/2019 → 04/2020
  Southern Towing Company
  Memphis, TN
• 02/2019 → 09/2019
  Unemployed
  New Orleans, LA
• 09/2018 → 02/2019
  Delgado Community College
  New Orlreans, LA
• 02/2018 → 11/2018
  Wrong Iron
  New Orleans, LA
• 05/2017 → 02/2018
  F&Ms
  New Orleans, LA
• 09/2016 → 04/2017
  Mississippi State University
  Starkville, MS
• 01/2022 → Present
  Fidelity Investments
  Westlake, TX
• 09/2012 → 09/2016
  Brother Martin Highschool
  New Orleans, LA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-09-25
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Jose Alfredo Monterroso
• Jose Monterroso