Maria Pizarro Lopez, financial advisor Walnut Creek CA
90 score

Maria Pizarro Lopez

CRD Number: 6057057
Current Firm: Strategic Advisers, Inc.

Maria Pizarro Lopez (CRD# 6057057) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Walnut Creek, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Walnut Creek, CA Mar 2012 - Current 4
Crunch Fitness Danville, CA Jan 2012 - Mar 2012 < 1
Bay Area Family Fitness Pleasanton, CA Jan 2012 - Mar 2012 < 1
None Danville, CA Jan 2005 - Jan 2012 7
Mangia Mi Danville, CA Jul 2009 - Dec 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Maria F. Pizarro Lopez
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
  • 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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