Juan Pablo Acevedo

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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Weston, FL • United States

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Orlando	FL	02/2018	10/2021
Tsi Aviation, Inc.	Weston	FL	06/2017	01/2018
Florida International University	Miami	FL	08/2015	12/2017
Fidelity Investments	Durham	NC	10/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2018 → 10/2021

Charles Schwab & Co., Inc.

Orlando, FL
06/2017 → 01/2018

Tsi Aviation, Inc.

Weston, FL
08/2015 → 12/2017

Florida International University

Miami, FL
10/2021 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Coral Gables, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-04-06

S63 Uniform Securities Agent State Law Examination

2018-04-06

Designations

Certified Financial Planner

View on SEC IAPD