Darmel Fernandez

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

• 10/2022 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davis, CA
• 07/2021 → 10/2022
  Keller Williams
  Vacaville, CA
• 12/2020 → 06/2022
  Mikuni Sushi
  Davis, CA
• 12/2019 → 05/2020
  Peet'S Coffee
  San Francisco, CA
• 07/2016 → 08/2018
  Kolabo Entertainment
  Seaside, CA
• 06/2020 → 10/2020
  Unemployed
  N/A, CA
• 09/2018 → 11/2019
  Unemployed
  N/A, CA
• 08/2018 → 05/2022
  San Francisco State University
  San Francisco, CA
• 09/2023 → Present
  Fidelity Investments
  San Diego, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA
• 2023-04-08 → 2023-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davis, CA
  Davis, CA
  New York, NY

Other Businesses

OBA-123649|OrgNmn:Rise Realty|Org Addr:Carlsbad,California,US|OBA Nature:Real Estate Brokerage company.|Invst Rel:Y|Title:Real Estate Agent|Duties:Buying and selling real estate. Conducting property walk throughs. Underwriting deals for myself. Representing family members for buying or se|StrtDt:|TotHrs/mon:64|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-04-07