Kendall Connie Villarreal

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

• 06/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 08/2015 → 05/2019
  Incarnate Word High School
  San Antonio, TX
• 05/2021 → 08/2021
  Tomball Ford
  Tomball, TX
• 05/2022 → 07/2022
  Heb
  San Antonio, TX
• 08/2022 → 04/2023
  Heb
  College Station, TX
• 08/2019 → 05/2023
  Texas A&M University
  College Station, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20