Rodrigo Saenz

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
  Achieve Fka Freedom Financial Network
  Tempe, AZ
• 07/2022 → 11/2022
  Nationstar Mortgage Dba Mr Cooper
  Lewisville, TX
• 05/2014 → 06/2022
  Nationstar Mortgage Dba Mr Cooper
  Irving, TX
• 01/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-04-02
• S63 Uniform Securities Agent State Law Examination
  2023-06-16

Other Names

• Rodrigo Saucedo Saenz
• Rodrigo Saenz