Claudia Fraga-Chavarrieta

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

• 07/2013 → 06/2017
  New York Life Insurance Company
  Houston, TX
• 08/2013 → 06/2017
  Nylife Securities Llc
  Houston, TX
• 06/2018 → 05/2019
  Mml Investors Services, Llc
  Houston, TX
• 02/2018 → 05/2019
  Massachusetts Mutual Life Insurance Company
  Houston, TX
• 06/2017 → 02/2018
  Self-Employed
  Houston, TX
• 12/2020 → 12/2021
  Travis Davis State Farm Insurance Agency
  Houston, TX
• 05/2019 → 11/2020
  Gaston Arguelles State Farm Insurance Agency
  Houston, TX
• 01/2021 → 02/2022
  Angelica Vasquez State Farm Insurance Agency
  Houston, TX
• 05/2022 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2010-10-14 → 2011-11-21
  Crossmark Global Investments, Inc.
  Houston, TX
• 2008-04-22 → 2010-02-22
  B. Riley Wealth Management
  Houston, TX
• 2008-02-27 → 2008-04-07
  Citigroup Global Markets Inc.
  Houston, TX
• 2007-08-15 → 2007-11-07
  Wells Fargo Investments, Llc
  Houston, TX
• 2002-11-26 → 2007-03-07
  Ubs International Inc.
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2002-11-20

Other Names

• Claudia Fraga
• Claudia Fraga-Chavarrieta
• Claudia Chavarrieta
• Claudia Fraga Chavarrieta