Sebastian Barraza

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

• 08/2017 → 03/2020
  Lifetime Fitness
  Romeoville, IL
• 04/2022 → 01/2024
  Redwood Residential
  San Antonio, TX
• 08/2021 → 10/2021
  Unemployed
  San Antonio, TX
• 08/2018 → 05/2021
  Dufresne Spencer Group Dba Ashley Furniture
  Romeoville, IL
• 01/2010 → 08/2017
  Unemployed - Was Still In High School
  N/A, IL
• 10/2021 → 04/2022
  Dufresne Spencer Group Dba Ashley Furniture
  San Antonio, TX
• 05/2021 → 08/2021
  C.H. Robinson
  Chicago, IL
• 02/2024 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-06-21