Brock Gallegos

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

• 03/2019 → 06/2019
  Subway
  San Antonio, TX
• 06/2019 → 09/2023
  Bellows Window Cleaning
  Helotes, TX
• 08/2015 → 06/2019
  Brandeis Highschool
  San Antonio, TX
• 08/2019 → 12/2020
  Blinn College
  Bryan, TX
• 01/2021 → 05/2023
  Texas A&M University
  College Station, TX
• 10/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Helotes, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-20
• S63 Uniform Securities Agent State Law Examination
  2024-01-24