Omar Romero-Preciado

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

• 01/2022 → Present
  Fidelity Investments
  Greenwood Village, CO
• 10/2018 → 01/2022
  Wells Fargo Bank N/A
  Lakewood, CO
• 01/2018 → 10/2018
  Racines Restaurant
  Denver, CO
• 06/2017 → 12/2017
  The Home Depot
  Lakewood, CO
• 01/2017 → 06/2017
  Cinemark
  Lakewood, CO
• 08/2016 → 12/2016
  Burger King
  Denver, CO
• 08/2018 → 05/2020
  College Student
  Denver, CO
• 05/2016 → 05/2018
  Student
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-06-29
• S63 Uniform Securities Agent State Law Examination
  2022-07-13