Tara Cruz, financial advisor Naperville IL
93 score

Tara Cruz

CRD Number: 5523717
Current Firm: Strategic Advisers, Inc.

Tara Cruz (CRD# 5523717) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Naperville, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Highland Park, IL Apr 2008 - Current 8
Bank Of America Chicago, IL Dec 2004 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Tara Cruz
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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