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Victor Adrian Sales Antonio

Victor Adrian S. Antonio

STRATEGIC ADVISERS LLC | Financial Consultant
FOSTER CITY, CA
Some features on this profile are disabled
CRD#: 4129525
Victor Adrian Sales Antonio

Professional summary

Victor Adrian Sales Antonio, who also goes by Adrian Sales Antonio, V S Antonio, V Adrian Sales Antonio, VIctor S Antonio, Victor Adrian Sales Antonio, Victor Adrian Antonio, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Foster City, California and FIDELITY BROKERAGE SERVICES LLC located in Burlingame, California.

Victor Adrian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Victor Adrian has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I work with clients to understand their personal goals, create a tailored plan, and provide investment guidance. I want to make sure that you are confident and will adhere to the plan that we make.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adrian Sales Antonio | V S Antonio | V Adrian Sales Antonio | Victor S Antonio | Victor Adrian Sales Antonio | Victor Adrian Antonio

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Adrian Sales Antonio's CRS (Customer Relationship Summary).
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®
None

Education

University of San Francisco

Bachelor of Science (BS) - BUSINESS MANAGEMENT

2013

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FOSTER CITY, CA
Current

June 21, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1411 Chapin Avenue, Burlingame, CA 94010
BD
CRD#: 7784
Burlingame, CA
Past

June 28, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BURLINGAME, CA
Past

August 9, 2018 - June 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALY CITY, CA
Past

August 9, 2018 - June 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALY CITY, CA
Past

February 28, 2007 - May 24, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
SAN MATEO, CA
Past

February 28, 2007 - May 24, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
SAN MATEO, CA
Past

May 18, 2006 - February 13, 2007

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
REDWOOD CITY, CA
Past

April 18, 2006 - February 13, 2007

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
REDWOOD CITY, CA

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
Arizona
(1/7/2022)
RR
California
(6/21/2021)
IAR
California
(3/31/2025)
RR
Colorado
(10/6/2025)
RR
Florida
(1/7/2022)
RR
Hawaii
(1/7/2022)
RR
Idaho
(7/19/2024)
RR
Illinois
(3/25/2023)
RR
Massachusetts
(1/7/2022)
RR
Michigan
(3/25/2023)
RR
Nevada
(1/7/2022)
RR
New Jersey
(4/21/2022)
RR
New Mexico
(3/4/2022)
RR
New York
(1/7/2022)
RR
North Carolina
(3/25/2023)
RR
Oklahoma
(3/4/2022)
RR
Oregon
(3/25/2023)
RR
Texas
(6/28/2021)
IAR
Texas
(3/31/2025)
RR
Utah
(1/7/2022)
RR
Virginia
(1/7/2022)
RR
Washington
(1/7/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/25/2011
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/12/2010
General Securities Sales Supervisor - Options Module Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Foster City, CA

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