Guillermo Parra
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MARIETTA, GA
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CRD#: 2681008
Professional summary
Guillermo Parra, who also goes by A Guillermo Parra, Agustin G Parra, Augustin G Parra, Augustin Parra, Guillermo Guillermo Parra, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marietta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Alpharetta, Georgia.
Guillermo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Guillermo has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I have been with Fidelity Investments for over 27 years, working with High Net Worth clients and families with needs in retirement, income and wealth planning. My commitment to you is that I will use my experience and the power of Fidelity, to help you build, grow and preserve your wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
A Guillermo Parra | Agustin G Parra | Augustin G Parra | Augustin Parra | Guillermo Guillermo Parra
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-93581|OrgNmn:Account created in ETSY application on line|Org Addr:marietta,Georgia,US|OBA Nature:Opened an account at ETSY to s|Invst Rel:N|Title:Posting pictures of items to sell|Duties:Posting pictures of items to sell and mailing them as they get sold.|StrtDt:11-05-22|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Guillermo Parra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Northern Kentucky University
Bachelor of Science (BS) - Finance
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269RIA
CRD#: 104555
MARIETTA, GA
Current
July 23, 1999 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11800 Amberpark Drive Suite 140, Alpharetta, GA 30009BD
CRD#: 7784
ALPHARETTA, GA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALPHARETTA, GA
Past
April 16, 1998 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALPHARETTA, GA
Past
January 21, 1997 - July 21, 1999
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
December 13, 1995 - December 31, 1996
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/1/2020)
RR
California(4/23/2020)
RR
Colorado(4/23/2020)
RR
District of Columbia(10/9/2020)
RR
Florida(7/27/1999)
RR
Georgia(7/23/1999)
IAR
Georgia(3/31/2025)
RR
Idaho(10/30/2025)
RR
Illinois(1/6/2016)
RR
Indiana(4/21/2021)
RR
Louisiana(12/12/2016)
RR
Maryland(7/21/2021)
RR
Massachusetts(1/5/2018)
RR
Mississippi(7/23/2020)
RR
Missouri(8/4/2025)
RR
New Hampshire(1/5/2018)
RR
New Jersey(4/23/2020)
RR
New Mexico(4/23/2020)
RR
New York(4/21/2021)
RR
North Carolina(7/23/1999)
RR
Ohio(3/4/2024)
RR
Pennsylvania(4/23/2020)
RR
South Carolina(7/26/1999)
RR
Tennessee(7/27/1999)
RR
Texas(7/18/2007)
IAR
Texas(3/31/2025)
RR
Virginia(1/3/2013)
RR
Wyoming(4/21/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Marietta, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
