Marco A Herrera

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
FL	RA	APPROVED	2025-09-29

FL RA
APPROVED

Since 2025-09-29

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Sarasota, 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

Organization	City	State	From	To
Charles Schwab & Co., Inc	Westlake	TX	03/2017	05/2020
City Of Orlando	Orlando	FL	07/2016	12/2016
Uber	Orlando	FL	01/2016	12/2017
Pershing Advisor Solutions, Llc	Apopka	FL	11/2023	06/2025
Dairy, Llc	Dallas	TX	04/2021	06/2023
Insight Global Llc	Dallas	TX	06/2023	11/2023
Unemployed	Fort Worth	TX	05/2020	04/2021
Fidelity Investments	Sarasota	FL	06/2025	Present

03/2017 → 05/2020

Charles Schwab & Co., Inc

Westlake, TX
07/2016 → 12/2016

City Of Orlando

Orlando, FL
01/2016 → 12/2017

Uber

Orlando, FL
11/2023 → 06/2025

Pershing Advisor Solutions, Llc

Apopka, FL
04/2021 → 06/2023

Dairy, Llc

Dallas, TX
06/2023 → 11/2023

Insight Global Llc

Dallas, TX
05/2020 → 04/2021

Unemployed

Fort Worth, TX
06/2025 → Present

Fidelity Investments

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-08
S63	Uniform Securities Agent State Law Examination	2025-05-12

S66 Uniform Combined State Law Examination

2025-09-08
S63 Uniform Securities Agent State Law Examination

2025-05-12

Other Names

Marco Antonio Herrera
Marco Herrera

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.

HENDRICKS WEALTH AND ESTATE MANAGEMENT

OSAIC WEALTH, INC.

ACCURATE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BASE WEALTH MANAGEMENT

RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES

Thomas Donald Anderson

JOHNATHAN RYAN HENDRIX

MEREDITH BAKER FREEMAN

RICHARD MANANSALA MANANKIL

CHRISTOPHER D'ANDREA

LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL

EDWARD JONES · Lakewood Ranch, FL

HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

OSAIC WEALTH, INC. · SARASOTA, FL

ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL

AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL

BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL

EDWARD JONES · LAKEWOOD RANCH, FL

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