Sheila B. Tondre
STRATEGIC ADVISERS LLC | Financial Consultant
SAN ANTONIO, TX
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CRD#: 3220050
Professional summary
Sheila Barrientos Tondre, who also goes by Sheila Huggins Barrientos, Sheila Barrientos, Sheila Huggins, Sheila Barrientos Knight, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Antonio, Texas and FIDELITY BROKERAGE SERVICES LLC located in San Antonio, Texas.
Sheila is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Sheila has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 26 exams.
Biography
At Fidelity, we believe it is critical for each of our clients to have a financial plan. Every client's situation is unique so the process begins with client's clearly articulating both financial and personal goals then collaborating to develop and implement a comprehensive plan. This process allows us to form a strong relationship with clients and maintain a profound level of trust which we deem is key to meet our client's evolving financial needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sheila Huggins Barrientos | Sheila Barrientos | Sheila Huggins | Sheila Barrientos Knight
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sheila Barrientos Tondre'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
Texas A&M University San Antonio
Masters - Business Administration
2015
University of the Incarnate Wo
Bachelor of Science (BS) - Business Administration
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392RIA
CRD#: 104555
SAN ANTONIO, TX
Current
April 7, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 139 North Loop 1604 East, #103, San Antonio, TX 78232BD
CRD#: 7784
San Antonio, TX
Past
April 13, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN ANTONIO, TX
Past
October 10, 2019 - March 10, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SAN ANTONIO, TX
Past
October 10, 2019 - March 10, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SAN ANTONIO, TX
Past
January 6, 2016 - July 12, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
SAN ANTONIO, TX
Past
January 6, 2016 - July 12, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
SAN ANTONIO, TX
Past
April 23, 2007 - December 10, 2015
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SAN ANTONIO, TX
Past
March 1, 2007 - December 10, 2015
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
SAN ANTONIO, TX
Past
March 29, 2006 - March 9, 2007
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
SAN ANTONIO, TX
Past
June 9, 1999 - February 10, 2006
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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(1/4/2025)
RR
Alaska(10/28/2025)
RR
Arizona(9/29/2023)
RR
Arkansas(10/28/2025)
RR
California(7/8/2022)
RR
Colorado(1/4/2025)
RR
Connecticut(7/24/2023)
RR
Delaware(10/28/2025)
RR
District of Columbia(10/28/2025)
RR
Florida(9/9/2022)
RR
Georgia(3/25/2023)
RR
Hawaii(10/28/2025)
RR
Idaho(10/28/2025)
RR
Illinois(10/28/2025)
RR
Indiana(10/28/2025)
RR
Iowa(10/28/2025)
RR
Kansas(10/28/2025)
RR
Kentucky(1/4/2025)
RR
Louisiana(1/6/2024)
RR
Maine(10/28/2025)
RR
Maryland(11/14/2023)
RR
Massachusetts(1/6/2024)
RR
Michigan(10/28/2025)
RR
Minnesota(7/24/2023)
RR
Mississippi(10/28/2025)
RR
Missouri(10/28/2025)
RR
Montana(10/28/2025)
RR
Nebraska(10/28/2025)
RR
Nevada(7/24/2023)
RR
New Hampshire(3/25/2023)
RR
New Jersey(10/28/2025)
RR
New Mexico(1/6/2024)
RR
New York(3/25/2023)
RR
North Carolina(9/29/2023)
RR
North Dakota(10/28/2025)
RR
Ohio(10/28/2025)
RR
Oklahoma(10/28/2025)
RR
Oregon(10/28/2025)
RR
Pennsylvania(9/29/2023)
RR
Puerto Rico(10/28/2025)
RR
Rhode Island(10/28/2025)
RR
South Carolina(10/28/2025)
RR
South Dakota(10/28/2025)
RR
Tennessee(10/28/2025)
RR
Texas(4/7/2022)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2024)
RR
Vermont(10/28/2025)
RR
Virgin Islands(10/28/2025)
RR
Virginia(9/9/2022)
RR
Washington(10/28/2025)
RR
West Virginia(10/28/2025)
RR
Wisconsin(10/28/2025)
RR
Wyoming(10/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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
Financial ConsultantCRD#: 104555San Antonio, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
