Nicanor Camilo Trujillo

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

• 03/2017 → 05/2019
  E*Trade Securities Llc
  Alpharetta, GA
• 08/2016 → 12/2016
  Ken Dean State Farm
  Grayson, GA
• 04/2019 → 05/2019
  E*Trade Capital Management Llc
  Alpharetta, GA
• 05/2019 → 06/2023
  E*Trade Securities Llc
  Atlanta, GA
• 05/2019 → 06/2023
  E*Trade Capital Management Llc
  Atlanta, GA
• 01/2023 → 06/2023
  Morgan Stanley
  Atlanta, GA
• 06/2023 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 2019-06-21 → 2023-06-28
  Harrisdirect Llc
  Alpharetta, GA
  Arlington, VA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

OBA-133442|OrgNmn:Selling cards in ebay|Org Addr:Loganville,Georgia,US|OBA Nature:Selling cards in Ebay|Invst Rel:N|Title:card seller in ebay|Duties:Sell cards in Ebay|StrtDt:08-27-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-05-30
• S63 Uniform Securities Agent State Law Examination
  2017-04-26

Other Names

• Nica C Trujillo
• Nicanor C Trujillo