Julio Rengifo, financial advisor Jacksonville FL
90 score

Julio Rengifo

CRD Number: 5899661
Current Firm: Strategic Advisers, Inc.

Julio Rengifo (CRD# 5899661) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Orlando, FL Feb 2012 - Current 4
Deutsche Bank Securities Inc. Jacksonville, FL Jan 2012 - Feb 2012 < 1
Db Securities Services Nj Inc. Jacksonville, FL Mar 2009 - Jan 2012 2
University Of Florida Gainseville, FL Jul 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Julio C. Rengifo
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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