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Luis Mario Aguilar

Strategic Advisers LLC

Katy, TX

Richmond, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States

Richmond, 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 06/2017 02/2024
Bank Of America, N.A. Houston TX 11/2013 06/2017
Fidelity Investments Katy TX 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2024-03-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Katy, TX
  • 2017-08-10 → 2024-03-08
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
    Houston, TX
    Katy, TX
    Houston, TX
    Cypress, TX
    Katy, TX
    Pearland, TX
    Katy, TX
    Houston, TX
    Houston, TX
    Richmond, TX
    Missouri City, TX
    Sugar Land, TX
    Sugar Land, TX
    Pearland, TX
    Sugar Land, TX
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-07
  • S66 Uniform Combined State Law Examination
    2017-08-07
Other Names
  • Luis Aguilar

View on SEC IAPD

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Other Investors

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THOMAS HOWARD PAYNE
SCOTT MICHAEL HANSEN
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JASON WARREN CEYANES
DIDYA MERCEDES BIANCHI
JOHN LEE PESSARRA
Aaron Paul Langston

Other Offices

ENCOMPASS ADVISORY SERVICES, LLC · KATY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KATY, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
EDWARD JONES · Katy, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
AMERIPRISE FINANCIAL SERVICES, LLC · KATY, TX

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