Jose Adrian Lopez

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

• 05/2017 → 08/2021
  Td Ameritrade
  San Diego, CA
• 03/2016 → 05/2017
  Tristaff
  San Diego, CA
• 09/2021 → Present
  Fidelity Brokerage Services, Llc
  Casa Grande, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Strategic Advisers, Llc
  Casa Grande, AZ

Previous Registrations

• 2022-01-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-18
• S63 Uniform Securities Agent State Law Examination
  2021-01-21

Other Names

• Adrian Lopez