Diego Figueroa

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

• 04/2023 → 03/2024
  Massmutual
  Richmond, VA
• 09/2019 → 10/2020
  Topgolf
  Ashburn, VA
• 04/2024 → Present
  Fidelity Investments
  Ashburn, VA
• 10/2020 → 04/2023
  Topgolf
  Richmond, VA
• 09/2013 → 09/2019
  Unemployed
  Ashburn, VA
• 03/2025 → Present
  Strategic Advisers Llc
  Boston, MA

Previous Registrations

• 2025-01-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ashburn, VA
  Ashburn, VA

Other Businesses

OBA-125832|OrgNmn:TCGPlayer online store|Org Addr:Ashburn,Virginia,US|OBA Nature:Listing my personal trading ca|Invst Rel:N|Title:Seller|Duties:Listing cards for sale online, and then |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-12-13