Fernando Miguel Rufino
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Fernando Miguel Rufino? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Fidelity InvestmentsJun 2024 to Aug 2024
- Walgreen Health SolutionsMay 2022 to Nov 2024
- Princess House IncApr 2022 to May 2024
- Rufino Home Remodeling LLCDec 2021 to Jun 2025
- Connecticut CollegeOct 2021 to May 2025
- Full-time EducationAug 2021 to May 2025
- Marshalls Retail Store / Tjx CompanyMay 2021 to Jul 2021
- True Value CompanyJun 2020 to Aug 2020
- High SchoolOct 2019 to Jun 2020
- Six Flags Great America Flash Pass OfficeMay 2019 to Oct 2019
- Underwriters LaboratoriesAug 2017 to May 2021
- Grade SchoolMay 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8118200
- Firm CRD
- 104555