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Preston Mulder

Strategic Advisers LLC

St Cloud, FL

CRD 7708384

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-20
TX RA APPROVED 2026-03-18
  • FL RA
    APPROVED
    Since 2026-03-20
  • TX RA
    APPROVED
    Since 2026-03-18

Branch Locations

St Cloud, FL • 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
OrganizationCityStateFromTo
Morgan Stanley Tampa FL 05/2023 03/2025
Altia Central Toyota 03/2018 03/2019
Bay Area Heating & Cooling Largo FL 11/2017 03/2018
Integrity Home Solutions Tampa FL 01/2023 05/2023
Bay Area Heating & Cooling Largo FL 03/2019 01/2023
Unemployed Clearwater FL 03/2025 01/2026
Fidelity Investments Tallahassee FL 01/2026 Present
Akt Enterprises Orlando FL 01/2016 11/2017
  • 05/2023 → 03/2025
    Morgan Stanley
    Tampa, FL
  • 03/2018 → 03/2019
    Altia Central
    Toyota
  • 11/2017 → 03/2018
    Bay Area Heating & Cooling
    Largo, FL
  • 01/2023 → 05/2023
    Integrity Home Solutions
    Tampa, FL
  • 03/2019 → 01/2023
    Bay Area Heating & Cooling
    Largo, FL
  • 03/2025 → 01/2026
    Unemployed
    Clearwater, FL
  • 01/2026 → Present
    Fidelity Investments
    Tallahassee, FL
  • 01/2016 → 11/2017
    Akt Enterprises
    Orlando, FL
Previous Registrations
Other Businesses

OBA-126586|OrgNmn:Uber|Org Addr:Orlando,Florida,US|OBA Nature:Ride Share Company|Invst Rel:N|Title:Independent Contractor|Duties:Food pickup and delivery via personal vehicle.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-10
S63 Uniform Securities Agent State Law Examination 2023-10-11
  • S66 Uniform Combined State Law Examination
    2025-01-10
  • S63 Uniform Securities Agent State Law Examination
    2023-10-11
Other Names
  • Preston J Mulder
  • Preston Mulder

View on SEC IAPD

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