Rock E. Navamuel
Professional summary
Rock Edward Navamuel, who also goes by Rock Edward Navamuel, Rock E Navamuel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Davie, Florida and FIDELITY BROKERAGE SERVICES LLC located in Coral Gables, Florida.
Rock is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Rock has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 24, Series 10, Series 9, Series 23 and Series 8 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rock Edward Navamuel's CRS (Customer Relationship Summary).
Certified licenses
Education
Florida International University
Bachelor of Business Administration - Finance and International Business
1992
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522June 17, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134July 1, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 24, 2014 - June 5, 2020
HSBC SECURITIES (USA) INC.
March 14, 2014 - June 5, 2020
HSBC SECURITIES (USA) INC.
December 20, 2012 - January 8, 2013
LPL FINANCIAL LLC
December 18, 2012 - January 8, 2013
LPL FINANCIAL LLC
September 14, 2012 - March 3, 2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
September 13, 2012 - March 3, 2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 4, 2008 - August 24, 2012
TRUIST INVESTMENT SERVICES, INC.
February 27, 2008 - August 24, 2012
TRUIST INVESTMENT SERVICES, INC.
November 21, 2007 - February 28, 2008
TD AMERITRADE, INC.
November 21, 2007 - February 28, 2008
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
November 20, 2007 - February 28, 2008
TD AMERITRADE, INC.
July 27, 1995 - October 10, 2007
CHARLES SCHWAB & CO., INC.
July 21, 1995 - October 10, 2007
CHARLES SCHWAB & CO., INC.
October 17, 1994 - July 17, 1995
FIDELITY BROKERAGE SERVICES LLC
March 18, 1993 - November 16, 1994
CHARLES SCHWAB & CO., INC.
January 25, 1993 - February 26, 1993
CHATFIELD DEAN & CO., INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2025)
(3/4/2022)
(8/13/2025)
(7/30/2025)
(6/17/2020)
(3/31/2025)
(1/12/2021)
(3/1/2024)
(9/29/2023)
(3/1/2024)
(3/4/2022)
(8/13/2025)
(7/23/2025)
(6/17/2020)
(8/13/2021)
(8/15/2021)
(1/12/2021)
(3/25/2023)
(7/8/2022)
(3/31/2025)
(8/13/2025)
(10/28/2025)
Exams
Series 8
Date: 3/25/1996
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Davie, FLTRUST BUT VERIFY
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