Ricardo Andres Correal

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

• 11/2017 → 10/2019
  Santander Bank, Na
  Boston, MA
• 11/2017 → 10/2019
  Santander Securities, Llc
  Dorchester, MA
• 07/2017 → 10/2017
  Pnc Bank
  Jersey City, NJ
• 02/2016 → 05/2017
  Capital One Bank
  Jersey City, NJ
• 06/2017 → 06/2017
  Unemployed
  Union City, NJ
• 10/2019 → 05/2022
  Wells Fargo Bank, Na
  Orlando, FL
• 10/2019 → 05/2022
  Wells Fargo Clearing Services, Llc
  Orlando, FL
• 05/2022 → Present
  Fidelity Investments
  Deltona, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Deltona, FL
  Jacksonville, FL
• 2021-07-12 → 2022-06-03
  Wells Fargo Clearing Services, Llc
  Hoboken, NJ
  Union City, NJ
  Short Hills, NJ
  Orlando, FL
  Orlando, FL

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2021-07-09
• S63 Uniform Securities Agent State Law Examination
  2017-12-19

Other Names

• Ricardo A Correal
• Ricardo Correal