Francis Guillen Diaz

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

• 12/2022 → Present
  Fidelity Investments
  Durham, NC
• 06/2018 → 07/2019
  Pinehurst Country Club
  Pinehurst, NC
• 08/2019 → 05/2020
  Extended Travel
  West End, NC
• 06/2020 → 07/2020
  Food Lion
  West End, NC
• 08/2020 → 10/2020
  Planet Fitness
  Chapel Hill, NC
• 08/2020 → 12/2021
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 06/2021 → 07/2021
  Dos Perros
  Durham, NC
• 01/2022 → 11/2022
  Cava
  Chapel Hill, NC
• 01/2013 → 06/2019
  Moore County Public School System
  West End, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL
  Orland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23
• S63 Uniform Securities Agent State Law Examination
  2023-04-06

Other Names

• Francis Gabriel Guillen Diaz