Juan Martin Guerrero

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

• 05/2020 → 07/2020
  Unemployed
  Blowing Rock, NC
• 02/2024 → Present
  Fidelity Investments
  Franklin, TN
• 11/2018 → 04/2019
  Chataqua Dining Hall
  Boulder, CO
• 08/2016 → 11/2018
  University Of Color
  Boulder, CO
• 07/2020 → 02/2024
  Berry Global
  Nashville, TN
• 04/2019 → 05/2020
  University Of Color
  Boulder, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
  Nashville, TN

Other Businesses

OBA-115682|OrgNmn:W8 Ranch|Org Addr:Ennice,North Caro,US|OBA Nature:Wagyu Beef Farm - raise and se|Invst Rel:N|Title:Independent Contractor|Duties:I mainly deal with Backoffice duties such as updating excel spreadsheets and inputting cattle into our systems to keep track. Occasionally sel|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-07-02

Other Names

• Juan M Guerrero
• Juan Guerrero