Ian Salazar

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

• 06/2016 → 05/2017
  Unemployed
  Hoston, TX
• 05/2017 → 09/2017
  Amazon
  Houston, TX
• 09/2017 → 05/2018
  Unemployed
  Hoston, TX
• 05/2018 → 08/2018
  Fed Ex
  Hoston, TX
• 08/2018 → 05/2019
  Unemployed
  Houston, TX
• 05/2019 → 01/2023
  Reselling On Ebay
  Hoston, TX
• 01/2023 → Present
  Fidelity Investments
  Fort Worth, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

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

Other Businesses

OBA-95429|OrgNmn:This side clothing|Org Addr:fort worth,Texas,US|OBA Nature:selling clothing on ebay at a |Invst Rel:N|Title:Sole Proprietor|Duties:selling and shipping vintage clothing on ebay |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-04-30
• S63 Uniform Securities Agent State Law Examination
  2023-07-24

Other Names

• Ian Thomas Salazar