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Miguel Carrillo

Strategic Advisers LLC

Cicero, IL

CRD 7863068

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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
IL RA APPROVED 2026-05-15
TX RA APPROVED 2026-05-15
  • IL RA
    APPROVED
    Since 2026-05-15
  • TX RA
    APPROVED
    Since 2026-05-15

Branch Locations

Cicero, IL • 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
Depaul University Chicago IL 08/2018 09/2019
The Federal Savings Bank Oakbrook IL 08/2019 04/2020
The Judge Group Chicago IL 04/2020 06/2022
Luna Security Chicago IL 07/2017 05/2021
Depaul University Chicago IL 09/2015 06/2019
Fifth Third Bank Cicero IL 12/2022 12/2023
The Lego Store Chicago IL 11/2018 12/2018
Unemployed Chicago IL 06/2022 12/2022
Best Buy Chicago IL 01/2019 11/2019
Fidelity Investments Springfield IL 03/2026 Present
Bank Of America Merrill Lynch Northbrook IL 01/2024 02/2026
  • 08/2018 → 09/2019
    Depaul University
    Chicago, IL
  • 08/2019 → 04/2020
    The Federal Savings Bank
    Oakbrook, IL
  • 04/2020 → 06/2022
    The Judge Group
    Chicago, IL
  • 07/2017 → 05/2021
    Luna Security
    Chicago, IL
  • 09/2015 → 06/2019
    Depaul University
    Chicago, IL
  • 12/2022 → 12/2023
    Fifth Third Bank
    Cicero, IL
  • 11/2018 → 12/2018
    The Lego Store
    Chicago, IL
  • 06/2022 → 12/2022
    Unemployed
    Chicago, IL
  • 01/2019 → 11/2019
    Best Buy
    Chicago, IL
  • 03/2026 → Present
    Fidelity Investments
    Springfield, IL
  • 01/2024 → 02/2026
    Bank Of America Merrill Lynch
    Northbrook, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2024-04-25
Other Names
  • Miguel Angel Carrillo

View on SEC IAPD

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