Alfredo S. Vidrio

STRATEGIC ADVISERS LLC | Financial Consultant

LATHROP, CA

Some features on this profile are disabled

CRD#: 4634816

Professional summary

Alfredo Samuel Vidrio, who also goes by Alfredo Samuel VIdrio, Freddie Vidrio, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lathrop, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.

Alfredo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Alfredo has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

My 22 years working in the financial services industry has provided me extensive experience with complex guidance and in depth retirement planning. Fidelity Investments' array of resources coupled with my passion for helping my clients to purse their goals has been the foundation of my career.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alfredo Samuel Vidrio | Freddie Vidrio

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 Alfredo Samuel Vidrio'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

Regis University

Bachelor of Science (BS) - Finance

2022

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608

RIA

CRD#: 104555

LATHROP, CA

Current

January 24, 2013 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4500-a Tassajara Road, Dublin, CA 94568

CRD#: 7784

Dublin, CA

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DUBLIN, CA

Past

March 11, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

DUBLIN, CA

Past

October 1, 2012 - January 4, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LIVERMORE, CA

Past

October 1, 2012 - January 4, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

LIVERMORE, CA

Past

May 12, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LIVERMORE, CA

Past

May 12, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LIVERMORE, CA

Past

August 10, 2009 - May 3, 2010

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

STOCKTON, CA

Past

August 6, 2009 - May 3, 2010

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

STOCKTON, CA

Past

March 25, 2009 - August 4, 2009

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

PLEASANTON, CA

Past

October 2, 2003 - August 4, 2009

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

PLEASANTON, 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".

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

Arizona
(4/23/2020)

Arkansas
(3/4/2022)

California
(1/24/2013)

IAR

California
(3/31/2025)

Colorado
(4/9/2021)

Florida
(7/19/2017)

Hawaii
(9/26/2019)

Idaho
(5/6/2022)

Illinois
(3/2/2024)

Kansas
(12/4/2018)

Maine
(6/4/2024)

Montana
(12/13/2019)

Nevada
(1/24/2013)

New Jersey
(3/2/2024)

New Mexico
(12/3/2018)

North Carolina
(9/26/2019)

Oregon
(1/24/2013)

South Carolina
(5/6/2022)

Tennessee
(6/7/2023)

Texas
(9/26/2019)

IAR

Texas
(3/31/2025)

Virginia
(10/8/2021)

Washington
(2/23/2017)

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 65

Date: 3/24/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/2/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/2003

Investment Company Products/Variable Contracts 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alfredo S. Vidrio

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfredo Samuel Vidrio's CRS (Customer Relationship Summary).

Certified licenses

Education

Regis University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2009

Series 63

Date: 1/2/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2006

Series 6

Date: 10/1/2003

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors