Merced 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

• 12/2024 → 02/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Port Hueneme, CA
• 08/2014 → 06/2018
  Northridge Academy
  Northridge, CA
• 10/2018 → 02/2019
  Mojave Foods Corporation
  Los Angeles, CA
• 06/2019 → 07/2019
  Mrs Gooch Natural Foods Mkt Inc
  Woodland Hills, CA
• 09/2021 → 11/2021
  Best Buy
  Huntington Beach, CA
• 08/2018 → 06/2021
  Los Angeles Pierce College
  Woodland Hills, CA
• 08/2021 → 05/2023
  California State University Long Beach
  Long Beach, CA
• 08/2020 → 06/2022
  Albertsons Companies Inc
  Northridge, CA
• 11/2023 → 11/2023
  Morgan Stanley
  Irvine, CA
• 07/2018 → 09/2018
  Unemployed
  Granada Hills, CA
• 03/2019 → 05/2019
  Unemployed
  Granada Hills, CA
• 08/2019 → 07/2020
  Unemployed
  Granada Hills, CA
• 07/2022 → 10/2023
  Unemployed
  Huntington Beach, CA
• 12/2023 → 11/2024
  Unemployed
  Port Hueneme, CA
• 02/2025 → 12/2025
  Bank Of America, N.A.
  Port Hueneme, CA
• 12/2025 → Present
  Fidelity Investments
  Port Hueneme, CA

Previous Registrations

• 2025-03-06 → 2025-07-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Port Hueneme, CA
  Port Hueneme, CA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-03-05

Other Names

• Merced C Gonzalez