Gabriel Fuentes

Strategic Advisers LLC

CRD 7548691

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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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-14

TX RA
APPROVED

Since 2026-08-14

Branch Locations

Austin, TX • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc	Austin	TX	06/2022	08/2023
Team	Fort Lauderdale	FL	07/2021	06/2022
Discount Tire	Aurora	CO	03/2018	12/2021
Sam's Club	Aurora	CO	03/2017	03/2019
Walmart	Aurora	CO	06/2016	12/2016
School	Aurora	CO	12/2016	03/2017
Fidelity Investments	Westlake	TX	09/2023	Present

06/2022 → 08/2023

Charles Schwab & Co., Inc

Austin, TX
07/2021 → 06/2022

Team

Fort Lauderdale, FL
03/2018 → 12/2021

Discount Tire

Aurora, CO
03/2017 → 03/2019

Sam's Club

Aurora, CO
06/2016 → 12/2016

Walmart

Aurora, CO
12/2016 → 03/2017

School

Aurora, CO
09/2023 → Present

Fidelity Investments

Westlake, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-09-28

S63 Uniform Securities Agent State Law Examination

2022-09-28

Designations

Certified Financial Planner

Other Names

Gabriel M Fuentes
Gabriel Manuel Fuentes

View on SEC IAPD

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