Alfredo Vidrio, financial advisor Dublin CA
93 score

Alfredo Vidrio

CRD Number: 4634816
Current Firm: Strategic Advisers, Inc.

Alfredo Vidrio (CRD# 4634816) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dublin, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Dublin, CA Jan 2013 - Current 3
J.p. Morgan Securities LLC Livermore, CA Oct 2012 - Jan 2013 < 1
Chase Investment Services Corp Livermore, CA Apr 2010 - Jan 2013 2
Cuna Mutual Insurance Society Waverly, IA Aug 2009 - Apr 2010 < 1
Cuna Beokerage Services, Inc. Waverly, IA Aug 2009 - Apr 2010 < 1
U.s. Bancorp Investments, Inc. Pleasanton, CA Feb 2003 - Jul 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Alfredo S. Vidrio
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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