Steven Romero

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

• 04/2018 → 09/2019
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 12/2017 → Present
  U.S. Army Reserve
  Austin, TX
• 06/2008 → 12/2017
  Full Time Education
  Fort Worth, TX
• 01/2020 → 04/2021
  Asrc Federal Contractor
  El Paso, TX
• 10/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-01-28
• S63 Uniform Securities Agent State Law Examination
  2022-02-09

Other Names

• Steven Matthew Romero
• Steven Romero