Idaliz Diaz Godineaux

STRATEGIC ADVISERS | Financial Consultant

NORTH VENICE, FL

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CRD#: 4602201

Professional summary

Idaliz Diaz Godineaux, CFP®, who also goes by Godineaux Idaliz Diaz, Idaliz Diaz Barry, Idaliz Idaliz Diaz, Idaliz Diaz, Idaliz Diaz Godineaux, Idaliz Diaz Godineaux, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Venice, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Idaliz is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Idaliz has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Together we will design a plan that reflects your unique values and financial needs.  I seek to learn and understand what's important to you, enabling me to provide relevant and purposeful guidance. I will deliver a personalized experience, tailored around your communication preferences, level of engagement and resources needed from Fidelity. I strive to make a meaningful impact in your financial life and hope to become your trusted advisor for the years to come. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 Idaliz Diaz Godineaux'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®

CFP^®

Certified Financial Planner

Education

Polytechnic University of Puerto Rico

Bachelor of Science (BS) - Civil Engineering

2003

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

NORTH VENICE, FL

Current

May 16, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

June 14, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 7784

SARASOTA, FL

Past

December 11, 2012 - January 2, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

BRADENTON, FL

Past

October 6, 2011 - November 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SARASOTA, FL

Past

July 18, 2011 - November 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SARASOTA, FL

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(1/4/2025)

Alaska
(1/4/2025)

Arizona
(3/25/2023)

Arkansas
(1/4/2025)

California
(11/11/2024)

Colorado
(1/4/2025)

Connecticut
(1/6/2023)

Delaware
(1/4/2025)

District of Columbia
(1/4/2025)

Florida
(5/16/2022)

IAR

Florida
(3/31/2025)

Georgia
(9/9/2022)

Hawaii
(1/4/2025)

Idaho
(1/4/2025)

Illinois
(1/4/2025)

Indiana
(7/8/2022)

Iowa
(5/19/2023)

Kansas
(1/4/2025)

Kentucky
(7/8/2022)

Louisiana
(1/4/2025)

Maine
(9/9/2022)

Maryland
(1/4/2025)

Massachusetts
(9/9/2022)

Michigan
(9/9/2022)

Minnesota
(1/4/2025)

Mississippi
(1/4/2025)

Missouri
(3/2/2024)

Montana
(11/11/2024)

Nebraska
(1/4/2025)

Nevada
(11/11/2024)

New Hampshire
(1/4/2025)

New Jersey
(11/14/2024)

New Mexico
(1/4/2025)

New York
(3/21/2023)

North Carolina
(1/4/2025)

North Dakota
(1/4/2025)

Ohio
(7/11/2022)

Oklahoma
(7/8/2022)

Oregon
(1/4/2025)

Pennsylvania
(9/9/2022)

Puerto Rico
(4/30/2025)

Rhode Island
(7/8/2022)

South Carolina
(9/9/2022)

South Dakota
(1/4/2025)

Tennessee
(1/4/2025)

Texas
(9/9/2022)

IAR

Texas
(3/31/2025)

Utah
(1/4/2025)

Vermont
(1/4/2025)

Virginia
(1/4/2025)

Washington
(11/11/2024)

West Virginia
(1/4/2025)

Wisconsin
(1/4/2025)

Wyoming
(1/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/28/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2011

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Idaliz Diaz Godineaux

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Idaliz Diaz Godineaux's CRS (Customer Relationship Summary).

Certified licenses

Education

Polytechnic University of Puerto Rico