Cristy Esther Rivera Romero

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

• 08/2023 → 05/2024
  Bank Of America
  San Antonio, TX
• 09/2016 → 08/2021
  Texas State University
  San Marcos, TX
• 03/2021 → 05/2021
  Gruene River Grill
  New Braunfels, TX
• 08/2018 → 03/2021
  Chuy'S|
  San Marcos, TX
• 06/2024 → Present
  Fidelity Investments
  San Antonio, TX
• 05/2016 → 07/2017
  H-E-B
  Georgetown, TX
• 01/2018 → 07/2023
  Jar Painting
  Austin/Georgetown, TX
• 05/2021 → 05/2023
  La Cosecha
  New Braunfels, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-12-20

Other Names

• Cristy E Rivera Romero
• Cristy Esther Rivera
• Cristy Esther Romero
• Cristy Rivera
• Cristy Romero
• Cristy Romero Rivera
• Cristy Rivera Romero
• Cristy Esther Riveraromero