Juan A. Molina
Professional summary
Juan Antonio Molina, who also goes by Antonio J Molina, Antonio J. Molina, Antonio Juan Molina, J Antonio Molina ^, J Antonio A Molina, J Antonio Antonio Molina, J Antonio J Molina, J Antonio Molina, Juan A Molina, Juan Antonio Molina ^, J. Antonio Molina, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Albuquerque, New Mexico and FIDELITY BROKERAGE SERVICES LLC located in Albuquerque, New Mexico.
Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Juan has worked at 6 firms and has passed the Series 63, Series 66, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Juan Antonio Molina's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5401 Watson Drive, Albuquerque, NM 87106April 23, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5401 Watson Drive, Albuquerque, NM 87106April 30, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
December 21, 2016 - May 23, 2018
STRATEGIC ADVISERS LLC
August 10, 2015 - May 8, 2018
FIDELITY BROKERAGE SERVICES LLC
September 10, 2008 - February 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 17, 2008 - February 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 1, 2003 - May 27, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 15, 1994 - May 2, 1994
SIMMERS CAPITAL MANAGEMENT CORPORATION
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
(1/11/2022)
(1/6/2022)
(1/13/2022)
(2/8/2022)
(1/6/2022)
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(1/11/2022)
(1/6/2022)
(1/7/2022)
(6/21/2022)
(1/7/2022)
(1/12/2022)
(1/7/2022)
(1/10/2022)
(1/6/2022)
(1/7/2022)
(1/7/2022)
(1/6/2022)
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(1/6/2022)
(1/7/2022)
(1/10/2022)
(1/6/2022)
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(1/10/2022)
(1/20/2022)
(2/16/2022)
(1/6/2022)
(7/19/2021)
(3/31/2025)
(1/6/2022)
(1/7/2022)
(1/10/2022)
(1/7/2022)
(1/18/2022)
(1/6/2022)
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(1/6/2022)
(1/11/2022)
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(1/19/2022)
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(1/10/2022)
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(1/14/2022)
(1/6/2022)
(1/11/2022)
(1/11/2022)
(1/6/2022)
(1/6/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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.
