Juan M. Torres

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Lexington, KY • United States

161 Lexington Green Circle Suite 195, Lexington, KY 40503-3795 • 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
Fidelity Brokerage Services, Llc	Jacksonville	FL	10/2016	Present
Unemployed	Saint Augustine	FL	05/2016	09/2016
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → Present

Fidelity Brokerage Services, Llc

Jacksonville, FL
05/2016 → 09/2016

Unemployed

Saint Augustine, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-01-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-26
S63	Uniform Securities Agent State Law Examination	2016-11-28

S66 Uniform Combined State Law Examination

2019-09-26
S63 Uniform Securities Agent State Law Examination

2016-11-28

Other Names

Jt Torres
John Torres
Juan Manuel Torres
Juan Torres

View on SEC IAPD

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