Best Investors Account Sign in

Sofia Guerra

Strategic Advisers LLC

Katy, TX

Houston, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Katy, TX • United States

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valet Forces Inc. Houston TX 03/2016 01/2022
Fidelity Investments Houston TX 01/2022 Present
University Of Houston- Main Campus Houston TX 08/2017 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 01/2022
    Valet Forces Inc.
    Houston, TX
  • 01/2022 → Present
    Fidelity Investments
    Houston, TX
  • 08/2017 → 08/2021
    University Of Houston- Main Campus
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Katy, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-26
S63 Uniform Securities Agent State Law Examination 2022-10-17
  • S65 Uniform Investment Adviser Law Examination
    2024-08-26
  • S63 Uniform Securities Agent State Law Examination
    2022-10-17
Other Names
  • Sofia Elizabeth Guerra
  • Sofia Guerra

View on SEC IAPD

More in Katy, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor