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America Delgado Medina

Strategic Advisers LLC

Los Angeles, CA

Los Angeles, CA

CRD 7751280

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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
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Los Angeles, CA • 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
Fidelity Investments Los Angeles CA 05/2023 Present
Unemployed Moreno Valley CA 01/2023 05/2023
University Of California, Berkeley Berkeley CA 08/2019 12/2022
Ramona High School Riverside CA 08/2015 05/2019
Barnes And Noble Bookseller Riverside CA 05/2019 08/2019
Starbucks Coffee Moreno Valley CA 09/2020 01/2021
Riverside District Attorney Riverside CA 05/2018 08/2018
Peets Coffee Berkeley CA 09/2019 04/2020
Hestia Berkeley CA 04/2022 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Los Angeles, CA
  • 01/2023 → 05/2023
    Unemployed
    Moreno Valley, CA
  • 08/2019 → 12/2022
    University Of California, Berkeley
    Berkeley, CA
  • 08/2015 → 05/2019
    Ramona High School
    Riverside, CA
  • 05/2019 → 08/2019
    Barnes And Noble Bookseller
    Riverside, CA
  • 09/2020 → 01/2021
    Starbucks Coffee
    Moreno Valley, CA
  • 05/2018 → 08/2018
    Riverside District Attorney
    Riverside, CA
  • 09/2019 → 04/2020
    Peets Coffee
    Berkeley, CA
  • 04/2022 → 11/2022
    Hestia
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-31
S63 Uniform Securities Agent State Law Examination 2023-10-25
  • S65 Uniform Investment Adviser Law Examination
    2024-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-10-25
Other Names
  • America Xipatli Delgado Medina
  • America Xipatli Delgadomedina

View on SEC IAPD

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