IR
Imar A. Rodriguez
STRATEGIC ADVISERS LLC
SAN DIEGO, CA
Some features on this profile are disabled
CRD#: 4010358
IR
Professional summary
Imar A. Rodriguez, who also goes by Imar A. Rodriguez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Diego, California and FIDELITY BROKERAGE SERVICES LLC located in Newport Beach, California.
Imar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Imar has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Imar A. Rodriguez
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-107991|OrgNmn:A million Dreams properties LLC|Org Addr:san diego,California,US|OBA Nature:Real estate investment|Invst Rel:Y|Title:Partner|Duties:tax filing and discuss issues with property manager|StrtDt:04-22-19|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Imar A. Rodriguez'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208RIA
CRD#: 104555
SAN DIEGO, CA
Current
April 10, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1600 Newport Ctr Dr Ste 100, Newport Beach, CA 92660BD
CRD#: 7784
Newport Beach, CA
Past
April 16, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WOODLAND HILLS, CA
Past
December 4, 2015 - April 7, 2024
SNOWDEN CAPITAL ADVISORS LLC
RIA
CRD#: 157299
SAN DIEGO, CA
Past
December 4, 2015 - April 7, 2024
SNOWDEN ACCOUNT SERVICES LLC
BD
CRD#: 149794
San Diego, CA
Past
October 19, 2010 - December 7, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN DIEGO, CA
Past
October 18, 2010 - December 7, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN DIEGO, CA
Past
April 13, 2010 - October 28, 2010
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
CHULA VISTA, CA
Past
April 13, 2010 - October 28, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHULA VISTA, CA
Past
May 18, 2007 - April 7, 2010
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SAN DIEGO, CA
Past
May 18, 2007 - April 7, 2010
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN DIEGO, CA
Past
May 18, 2004 - May 24, 2007
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN DIEGO, CA
Past
May 14, 2001 - May 24, 2007
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SAN DIEGO, CA
Past
November 21, 2000 - May 14, 2001
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
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(4/12/2024)
RR
Alaska(4/12/2024)
RR
Arizona(4/12/2024)
RR
Arkansas(4/12/2024)
RR
California(4/10/2024)
IAR
California(3/31/2025)
RR
Colorado(4/12/2024)
RR
Connecticut(4/12/2024)
RR
Delaware(4/12/2024)
RR
District of Columbia(4/12/2024)
RR
Florida(4/12/2024)
RR
Georgia(4/12/2024)
RR
Hawaii(4/12/2024)
RR
Idaho(4/12/2024)
RR
Illinois(4/12/2024)
RR
Indiana(4/12/2024)
RR
Iowa(4/12/2024)
RR
Kansas(4/12/2024)
RR
Kentucky(4/12/2024)
RR
Louisiana(4/12/2024)
RR
Maine(4/12/2024)
RR
Maryland(4/12/2024)
RR
Massachusetts(4/12/2024)
RR
Michigan(4/12/2024)
RR
Minnesota(4/12/2024)
RR
Mississippi(4/12/2024)
RR
Missouri(4/12/2024)
RR
Montana(4/12/2024)
RR
Nebraska(4/12/2024)
RR
Nevada(4/12/2024)
RR
New Hampshire(4/12/2024)
RR
New Jersey(4/12/2024)
RR
New Mexico(4/12/2024)
RR
New York(4/12/2024)
RR
North Carolina(4/12/2024)
RR
North Dakota(4/12/2024)
RR
Ohio(4/14/2024)
RR
Oklahoma(4/12/2024)
RR
Oregon(4/12/2024)
RR
Pennsylvania(4/12/2024)
RR
Puerto Rico(4/12/2024)
RR
Rhode Island(4/12/2024)
RR
South Carolina(4/12/2024)
RR
South Dakota(4/12/2024)
RR
Tennessee(4/12/2024)
RR
Texas(4/12/2024)
IAR
Texas(3/31/2025)
RR
Utah(4/12/2024)
RR
Vermont(4/12/2024)
RR
Virgin Islands(4/12/2024)
RR
Virginia(4/12/2024)
RR
Washington(4/12/2024)
RR
West Virginia(4/12/2024)
RR
Wisconsin(4/12/2024)
RR
Wyoming(4/12/2024)
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
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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
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.
