Porfirio Carlos

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
NV	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NV RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Henderson, NV • 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
Wells Fargo Bank, Na	Henderson	NV	05/2014	04/2018
Wells Fargo Clearing Services, Llc	Henderson	NV	04/2018	10/2022
Amway	Henderson	NV	10/2014	12/2016
Fidelity Investments	Westlake	TX	10/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2014 → 04/2018

Wells Fargo Bank, Na

Henderson, NV
04/2018 → 10/2022

Wells Fargo Clearing Services, Llc

Henderson, NV
10/2014 → 12/2016

Amway

Henderson, NV
10/2022 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Henderson, NV
2021-04-14 → 2022-10-28

Wells Fargo Clearing Services, Llc

Henderson, NV

Las Vegas, NV

Henderson, NV

Henderson, NV

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-05
S63	Uniform Securities Agent State Law Examination	2018-08-15

S66 Uniform Combined State Law Examination

2021-04-05
S63 Uniform Securities Agent State Law Examination

2018-08-15

Other Names

Porfirio Carlos
Porfirio Carlos

View on SEC IAPD

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