Luis Ortiz

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

• 05/2016 → 01/2018
  Pappas Restaurants
  Fort Worth, TX
• 08/2018 → 08/2020
  Asbury
  Irving, TX
• 03/2022 → 08/2022
  Norm Reeves Honda
  North Richland Hills, TX
• 01/2018 → 03/2018
  Unemployed
  Fort Worth, TX
• 08/2020 → 02/2022
  Huggins Honda
  North Richland Hills, TX
• 03/2018 → 08/2018
  Dillards
  Fort Worth, TX
• 10/2022 → 04/2024
  Wells Fargo
  Haltom, TX
• 04/2024 → 04/2026
  Jp Morgan Chase
  North Richland Hills, TX
• 08/2022 → 10/2022
  Unemployed
  Fort Worth, TX
• 04/2026 → Present
  Fidelity Investments
  Southlake, TX
• 04/2026 → 04/2026
  Cast Castro Painting Llc
  Haltom City, TX

Other Businesses

OBA-129333|OrgNmn:Cast Castro Painting LLC|Org Addr:Haltom Cit,Texas,US|OBA Nature:Painting company |Invst Rel:N|Title:Independent Contractor|Duties:My duties would be to create a Google Sheet to help the manager track all expenses, salaries and revenues. I would move and categorize all Int|StrtDt:04-20-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-07-14