Dylan Sabalvaro

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

• 01/2025 → 01/2026
  Bmo Bank Na
  San Francisco, CA
• 09/2022 → 12/2022
  Northwestern Mutual
  La Jolla, CA
• 05/2021 → 09/2022
  Unemployed
  San Diego, CA
• 12/2019 → 01/2020
  Gnc Holdings, Inc.
  San Francisco, CA
• 08/2018 → 08/2023
  San Diego State University
  San Diego, CA
• 08/2018 → 05/2019
  Unemployed
  San Diego, CA
• 08/2019 → 12/2019
  Unemployed
  San Diego, CA
• 01/2016 → 08/2018
  Unemployed
  Pacifica, CA
• 02/2026 → Present
  Fidelity Investments
  Pacifica, CA
• 05/2019 → 08/2019
  Gnc Holdings, Inc.
  Daly City, CA
• 01/2023 → 01/2024
  Unemployed
  Pacifica, CA
• 01/2020 → 03/2020
  San Diego State University
  San Diego, CA
• 03/2020 → 11/2020
  Unemployed
  Pacifica, CA
• 11/2020 → 05/2021
  Target
  Daly City, CA
• 01/2016 → 05/2018
  St. Ignatius College Preparatory
  San Francisco, CA
• 01/2024 → 01/2025
  Bmo Bank Na
  Daly City, CA

Previous Registrations

• 2025-07-03 → 2026-02-04
  Lpl Financial Llc
  San Francisco, CA
  Daly City, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-07-02

Other Names

• Dylan Sabalvaro
• Dylan Edward Sabalvaro