Bethany Gonzalez

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

• 11/2022 → 01/2023
  Florida Financial Advisors
  Tampa, FL
• 12/2019 → 10/2022
  Fenway
  Dunedin, FL
• 11/2019 → 12/2019
  Puff N Stuff Catering
  Tampa, FL
• 03/2019 → 08/2019
  Floor Interior Services
  Tampa, FL
• 04/2018 → 02/2019
  Everglades University
  Tampa, FL
• 02/2017 → 02/2018
  Florida Department Of Health
  Tampa, FL
• 06/2015 → 01/2017
  Florida Department Of Highway Safety
  Tallahassee, FL
• 03/2023 → Present
  Fidelity Investments
  Clearwater, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Clearwater, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-22
• S65 Uniform Investment Adviser Law Examination
  2022-11-08

Other Names

• Bethany Ann Christianson
• Bethany Christianson