Manuel A Elvir

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

• 02/2016 → 03/2017
  Voya Financial Advisors, Inc.
  Humble, TX
• 03/2017 → 07/2017
  Unemployed
  Houston, TX
• 07/2017 → 09/2022
  Mutual Of America Life Insurance Company
  Houston, TX
• 07/2017 → 09/2022
  Mutual Of America Securities Llc
  Houston, TX
• 09/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Humble, TX
• 2016-02-29 → 2017-03-06
  Voya Financial Advisors, Inc.
  Humble, TX
  Raleigh, NC
• 2013-07-26 → 2016-02-11
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-17
• S65 Uniform Investment Adviser Law Examination
  2013-06-01
• S63 Uniform Securities Agent State Law Examination
  2010-02-25

Designations

• Chartered Financial Consultant

Other Names

• Manuel Alvaro Elvir
• Manuel Alvaro Elvir