Marlon A Tenorio

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

• 09/2015 → 06/2017
  Fidelity Investments Institutional Operations Co.
  Westlake, TX
• 11/2016 → 07/2017
  Amazon
  Dallas-Fort Worth, TX
• 06/2017 → 05/2021
  Fidelity Brokerage Services Llc
  Westlake, TX
• 05/2021 → 09/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2021 → 09/2021
  University Federal Credit Union
  Kyle, TX
• 10/2021 → 09/2022
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 10/2021 → 09/2022
  Charles Schwab Bank, Ssb
  San Antonio, TX
• 09/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Braunfels, TX
• 2021-12-07 → 2022-09-21
  Charles Schwab & Co., Inc.
  San Antonio, TX
  Westlake, TX
• 2021-05-05 → 2021-09-20
  Cuso Financial Services, L.P.
  San Marcos, TX
  Kyle, TX
• 2018-11-29 → 2021-05-14
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-11-20
• S63 Uniform Securities Agent State Law Examination
  2017-08-25

Other Names

• Marlon Alejandro Tenorio
• Marlon Tenorio
• Marlon A Tenorio