Denice Benavidez

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

• 02/1999 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 09/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 05/2020 → 05/2023
  Charles Schwab & Co
  San Antonio, TX
• 05/2023 → 09/2023
  Unemployed
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2020-05-23 → 2023-06-08
  Charles Schwab & Co., Inc.
  Westlake, TX
  San Antonio, TX
• 2007-04-04 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

OBA-102404|OrgNmn:INVESTING WITH INTEGRITY|Org Addr:San Antoni,Texas,US|OBA Nature:Buy homes and rent out|Invst Rel:Y|Title:Sole Proprietor|Duties:buy homes, rent out for long term or by Airbnb|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-121090|OrgNmn:Still Investing with Integrity|Org Addr:SAN ANTONI,Texas,US|OBA Nature:I buy or own houses and rent t|Invst Rel:Y|Title:sole proprietor|Duties:to maintain the homes and find renters|StrtDt:07-17-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-06

Other Names

• Denice Geralyn Menchaca
• Denice Geralyn Williams
• Denice Geralyn Mccolley
• Denice Menchaca Garibay
• Denice Menchaca Benavidez
• Denice Benavidez