Emilio R. Rangel Jr
Professional summary
Emilio Rafael Rangel Jr, who also goes by Emilio R (jr) Rangel, Emilio Rafael Rangel Jr, Emilio Rafael Rangel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Coral Gables, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Emilio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Emilio has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emilio Rafael Rangel Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
January 26, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917September 15, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 13, 2019 - January 24, 2022
PRUCO SECURITIES, LLC.
November 12, 2019 - January 24, 2022
PRUCO SECURITIES, LLC.
February 2, 2018 - December 2, 2019
ONEAMERICA SECURITIES, INC.
February 2, 2018 - December 2, 2019
ONEAMERICA SECURITIES, INC.
September 13, 2011 - November 25, 2016
CITIGROUP GLOBAL MARKETS INC.
September 12, 2011 - November 25, 2016
CITIGROUP GLOBAL MARKETS INC.
April 21, 2011 - September 19, 2011
VOYA FINANCIAL ADVISORS, INC.
April 13, 2011 - September 19, 2011
VOYA FINANCIAL ADVISORS, INC.
September 9, 2008 - April 28, 2009
TRUIST INVESTMENT SERVICES, INC.
January 11, 2008 - April 28, 2009
TRUIST INVESTMENT SERVICES, INC.
February 1, 2007 - September 11, 2007
TRUIST INVESTMENT SERVICES, INC.
February 10, 2003 - December 2, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 21, 1999 - April 25, 2000
CARDINAL CAPITAL MANAGEMENT, INC.
September 15, 1993 - September 3, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Exams
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.
