Briana B Gonzalez

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

• 06/2014 → 12/2016
  Lone Star College
  Houston, TX
• 10/2014 → 05/2017
  Precision Event Medical Services
  Houston, TX
• 05/2017 → 08/2021
  Whitestone Reit
  Houston, TX
• 08/2021 → 12/2022
  Self Employed Graphic Designer
  Houston, TX
• 04/2022 → 05/2023
  Hopdoddy Burger Bar
  Houston, TX
• 05/2023 → Present
  Fidelity Investments
  Houston, TX
• 01/2017 → 05/2023
  The University Of Houston
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-04-02
• S63 Uniform Securities Agent State Law Examination
  2023-11-14

Other Names

• Briana Beatriz Gonzalez