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Mikey A. Rivas Chacon

Strategic Advisers LLC

Hemet, CA

CRD 7946617

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-19
  • CA RA
    APPROVED
    Since 2026-03-19

Branch Locations

Hemet, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amazon Moreno Valley CA 09/2019 10/2019
Jimmy Johns Riverside CA 10/2019 12/2019
Merrill Lynch Hemet CA 06/2024 12/2025
Csusb San Bernardino CA 06/2014 03/2019
Wells Fargo Hemet CA 11/2019 12/2020
Bank Of America Perris CA 12/2020 06/2024
Tristone Cinemas Riverside CA 02/2018 08/2019
Fidelity Investments Hemet CA 01/2026 Present
  • 09/2019 → 10/2019
    Amazon
    Moreno Valley, CA
  • 10/2019 → 12/2019
    Jimmy Johns
    Riverside, CA
  • 06/2024 → 12/2025
    Merrill Lynch
    Hemet, CA
  • 06/2014 → 03/2019
    Csusb
    San Bernardino, CA
  • 11/2019 → 12/2020
    Wells Fargo
    Hemet, CA
  • 12/2020 → 06/2024
    Bank Of America
    Perris, CA
  • 02/2018 → 08/2019
    Tristone Cinemas
    Riverside, CA
  • 01/2026 → Present
    Fidelity Investments
    Hemet, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-30
  • S66 Uniform Combined State Law Examination
    2024-08-30
Other Names
  • Mikey A Rivas
  • Mikey Andy Rivas Chacon
  • Mikey A. Rivas Chacon
  • Mikey Andy Rivaschacon

View on SEC IAPD

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