Rodel Aquino, financial advisor Brea CA
93 score

Rodel Aquino

CRD Number: 5474264
Current Firm: Strategic Advisers, Inc.

Rodel Aquino (CRD# 5474264) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Brea, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Brea, CA Apr 2013 - Current 3
Prospect Mortgage Irvine, CA Apr 2012 - Apr 2013 1
Zecco Pasadena, CA May 2010 - Apr 2012 1
Wells Fargo Investments, LLC San Dimas, CA Oct 2009 - May 2010 < 1
Wells Fargo San Dimas, CA Apr 2008 - May 2010 2
Unemployed None, CA Nov 2007 - Mar 2008 < 1
Indymac Bank Pasadena, CA Oct 2007 - Nov 2007 < 1
American Home Mortgage Irvine, CA Apr 2006 - Aug 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Rodel V. Aquino
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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