Fernando Posada

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

• 10/2015 → 02/2018
  Investment Professionals, Inc.
  San Antonio, TX
• 03/2018 → 08/2021
  Bb&T Investments
  Tampa, FL
• 03/2018 → 08/2021
  Bb&T Securities, Llc
  Tampa, FL
• 02/2021 → 08/2021
  Truist Investment Services, Inc.
  Tampa, FL
• 02/2021 → 08/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 08/2021 → Present
  Fidelity Investments
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2021-02-17 → 2021-08-23
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2018-03-06 → 2021-02-17
  Bb&T Securities, Llc
  Tampa, FL
  Saint Petersburg, FL
  Charlotte, NC
  Saint Petersburg, FL
  Tampa, FL
  Saint Petersburg, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Saint Petersburg, FL
  Richmond, VA
  Tampa, FL
• 2015-10-26 → 2018-03-05
  Investment Professionals, Inc.
  San Antonio, TX
  Tampa, FL
  Tampa, FL
  Little Rock, AR
• 2013-05-14 → 2015-10-26
  Truist Investment Services, Inc.
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Temple Terrace, FL
  Tampa, FL
  Tampa, FL
• 2011-11-09 → 2013-05-03
  Fifth Third Securities, Inc.
  Pinellas Park, FL
  St. Petersburg, FL
  Indian Shores, FL
  St. Petersburg, FL
• 2006-10-11 → 2011-11-01
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Seminole, FL
  Pinellas Park, FL
  Pinellas Park, FL
  Pinellas Park, FL
  Largo, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 1998-01-01 → 2006-10-18
  Banc Of America Investment Services, Inc.
  Tampa, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2002-12-18
• S63 Uniform Securities Agent State Law Examination
  1981-04-16

Other Names

• Fernando Juan Posada
• Fernando Posada