Rosa Marcela Gonzalez

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TX RA
APPROVED_RES

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Alexandria, VA • United States

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2018	12/2019
Bank Of America	Charlotte	NC	10/2016	04/2018
Bank Of America	Charlotte	NC	01/2015	10/2016
University Of North Carolina At Charlotte	Charlotte	NC	01/2015	12/2018
Fidelity Brokerage Services Llc	Alexandria	VA	04/2020	Present
Unemployed	Charlotte	NC	01/2020	04/2020
Fidelity Investments	Boston	MA	03/2025	Present

04/2018 → 12/2019

Edward Jones

St Louis, MO
10/2016 → 04/2018

Bank Of America

Charlotte, NC
01/2015 → 10/2016

Bank Of America

Charlotte, NC
01/2015 → 12/2018

University Of North Carolina At Charlotte

Charlotte, NC
04/2020 → Present

Fidelity Brokerage Services Llc

Alexandria, VA
01/2020 → 04/2020

Unemployed

Charlotte, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-06-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Alexandria, VA
2018-08-10 → 2019-12-04

Edward Jones

Kannapolis, NC

St Louis, MO

Kannapolis, NC

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-09

S66 Uniform Combined State Law Examination

2018-08-09

Other Names

Rosa Gonzalez

View on SEC IAPD

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