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Yann Carlos Perez Solis

Strategic Advisers LLC

Jacksonville, FL

Middleburg, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-17
TX RA APPROVED 2026-07-10
  • FL RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Middleburg, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Jacksonville FL 11/2022 12/2022
Pier 17 Puerto Rico Guaynabo PR 01/2021 04/2021
Unemployed San Juan PR 06/2018 03/2019
Schneider National Jacksonville FL 01/2022 05/2022
Variant/Us Xpress Jacksonville FL 05/2022 07/2022
Caribe Federal San Juan PR 03/2019 01/2020
University Of Puerto Rico Arecibo PR 08/2013 05/2018
Oriental Bank San Juan PR 04/2021 12/2021
Unemployed Jacksonville FL 09/2023 10/2023
Ups Jacksonville FL 10/2022 10/2022
Fidelity Investments Jacksonville FL 01/2026 Present
Banco Popular Manati PR 02/2020 12/2020
Swift Transportation Jacksonville FL 09/2025 01/2026
Internal Revenue Service Jacksonville FL 10/2023 09/2025
Swift Transportation Jacksonville FL 12/2022 09/2023
Swift Transportation Jacksonville FL 07/2022 10/2022
  • 11/2022 → 12/2022
    Unemployed
    Jacksonville, FL
  • 01/2021 → 04/2021
    Pier 17 Puerto Rico
    Guaynabo, PR
  • 06/2018 → 03/2019
    Unemployed
    San Juan, PR
  • 01/2022 → 05/2022
    Schneider National
    Jacksonville, FL
  • 05/2022 → 07/2022
    Variant/Us Xpress
    Jacksonville, FL
  • 03/2019 → 01/2020
    Caribe Federal
    San Juan, PR
  • 08/2013 → 05/2018
    University Of Puerto Rico
    Arecibo, PR
  • 04/2021 → 12/2021
    Oriental Bank
    San Juan, PR
  • 09/2023 → 10/2023
    Unemployed
    Jacksonville, FL
  • 10/2022 → 10/2022
    Ups
    Jacksonville, FL
  • 01/2026 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2020 → 12/2020
    Banco Popular
    Manati, PR
  • 09/2025 → 01/2026
    Swift Transportation
    Jacksonville, FL
  • 10/2023 → 09/2025
    Internal Revenue Service
    Jacksonville, FL
  • 12/2022 → 09/2023
    Swift Transportation
    Jacksonville, FL
  • 07/2022 → 10/2022
    Swift Transportation
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-25
  • S66 Uniform Combined State Law Examination
    2026-06-25
Other Names
  • Yann Perez Solis

View on SEC IAPD

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