Emilo Espinoza Argueta

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

• 08/2016 → 08/2018
  East Hampton Town
  East Hampton, NY
• 05/2021 → 02/2022
  Home Sweet Home
  East Hampton, NY
• 02/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 10/2023 → 10/2023
  Hamptons International Film Festival
  East Hampton, NY
• 06/2023 → 09/2023
  Student
  East Hampton, NY
• 08/2022 → 06/2023
  Bloomberg L.P. : Global Finance And Sap Solutions
  New York, NY
• 08/2018 → 08/2019
  Geo Espinoza Construction Inc
  East Hampton, NY
• 08/2019 → 08/2022
  University Of Ri
  Kingston, RI
• 08/2023 → 01/2024
  Gurneys Resort
  Montauk, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  Pawtucket, RI

Exams

• S66 Uniform Combined State Law Examination
  2025-02-28
• S63 Uniform Securities Agent State Law Examination
  2024-05-20

Other Names

• Emilo Espinoza Argueta
• Emilo Espinozaargueta