Fernanda Graziela Miotto Borges Hardy

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

• 02/2024 → 04/2024
  Quest Flex Consulting
  San Jose, CA
• 01/2009 → 09/2021
  Unemployed
  San Jose, CA
• 12/2023 → 04/2024
  Free Lancer
  San Jose, CA
• 07/2021 → 03/2024
  Primerica Financial Services
  San Jose, CA
• 04/2024 → Present
  Fidelity Investments
  Campbell, CA
• 04/2023 → 03/2024
  Metro By T Mobile
  San Jose, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Jose, CA
  Campbell, CA

Other Businesses

OBA-123661|OrgNmn:Affilliate market|Org Addr:San Jose,California,US|OBA Nature:create website/social media pa|Invst Rel:N|Title:social media content creater/ aff|Duties:to create website, social media content, and possible sell products (clothes, shoes, acessories, home products, arts & crafts)|StrtDt:09-27-25|TotHrs/mon:6|TrdHrs/mon:0|OBA-115827|OrgNmn:publish children books and social media interaction|Org Addr:San Jose,California,US|OBA Nature:partnership with friends to pu|Invst Rel:N|Title:writer, content creater|Duties:to write stories, adding content in social media channels|StrtDt:01-14-25|TotHrs/mon:24|TrdHrs/mon:0|OBA-121290|OrgNmn:pet/ children care provider|Org Addr:San Jose,California,US|OBA Nature:pet/ children care provider|Invst Rel:N|Title:Sole Proprietor|Duties:bring pets to my home and feed them. Take care of kids occasionally on the weekends. |StrtDt:07-21-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01
• S63 Uniform Securities Agent State Law Examination
  2023-01-28

Other Names

• Fernanda Graziela Miotto Borges De Freitas
• Fernandagraziela Miotto Hardy
• Fernanda Graziela Miotto Borges Hardy
• Fernanda M Hardy
• Fernanda Miotto Hardy