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Fernando Posada

Strategic Advisers LLC
45 Years of Experience
Tampa, FL
1 DisclosureBroker
View SEC Summary
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Fernando Posada is a registered investment advisor at Strategic Advisers LLC, based in Tampa, FL, with 45 years of industry experience. Fernando is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tampa, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
September 2021 - Present · 5 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2021 - March 2025 · 3 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - August 2021 · 6 mos
Truist Advisory Services, INC.
February 2021 - August 2021 · 6 mos
Bb&t Securities, LLC
March 2018 - February 2021 · 2 yrs 11 mos
Bb&t Securities, LLCBroker
March 2018 - February 2021 · 2 yrs 11 mos
Investment Professionals, INC.
October 2015 - March 2018 · 2 yrs 5 mos
Investment Professionals, INC.Broker
October 2015 - March 2018 · 2 yrs 5 mos
Suntrust Investment Services, INC.
May 2013 - October 2015 · 2 yrs 5 mos
Suntrust Investment Services, INC.Broker
April 2013 - October 2015 · 2 yrs 6 mos
Fifth Third Securities, INC.
November 2011 - May 2013 · 1 yr 6 mos
Fifth Third Securities, INC.Broker
November 2011 - May 2013 · 1 yr 6 mos
Wells Fargo Advisors, LLC
October 2006 - November 2011 · 5 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2006 - November 2011 · 5 yrs 1 mo
Banc of America Investment Services, INC.
January 1998 - October 2006 · 8 yrs 9 mos
Banc of America Investment Services, INC.Broker
January 1998 - October 2006 · 8 yrs 9 mos
NationssecuritiesBroker
July 1996 - January 1998 · 1 yr 6 mos
Painewebber IncorporatedBroker
June 1994 - July 1996 · 2 yrs 1 mo
NationssecuritiesBroker
June 1993 - July 1994 · 1 yr 1 mo
Nationsbanc Securities, INC.Broker
June 1986 - June 1993 · 7 yrs
Smith Barney, Harris Upham & CO., IncorporatedBroker
March 1981 - April 1986 · 5 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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