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Givan Tineo

Strategic Advisers LLC

North Port, FL

Sarasota, FL

CRD 7606667

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

North Port, FL • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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
Scott Harvey Auto Group Ewing NJ 10/2020 07/2022
Macy's Edison NJ 06/2017 02/2019
Target Manalapan NJ 12/2015 03/2017
Stop And Shop Edison NJ 03/2019 01/2020
Fidelity Investments Jacksonville FL 07/2022 Present
Unemployed Manalapan NJ 01/2020 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 07/2022
    Scott Harvey Auto Group
    Ewing, NJ
  • 06/2017 → 02/2019
    Macy's
    Edison, NJ
  • 12/2015 → 03/2017
    Target
    Manalapan, NJ
  • 03/2019 → 01/2020
    Stop And Shop
    Edison, NJ
  • 07/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2020 → 10/2020
    Unemployed
    Manalapan, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2023-02-24
Other Names
  • Givan Miguel Tineo

View on SEC IAPD

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