Manuel J. Provedor
Professional summary
Manuel J. Provedor, who also goes by Manny Provedor, Manuel J Provedor, Manuel J. Provedor Jr., Manuel Joaquin Provedor, Manuel Joaquin Provedor Jr, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Elk Grove, California and FIDELITY BROKERAGE SERVICES LLC located in Elk Grove, California.
Manuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Manuel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Manuel J. Provedor's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
September 8, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
September 13, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 20, 2016 - August 29, 2022
PRINCIPAL SECURITIES, INC.
July 18, 2016 - August 29, 2022
PRINCIPAL SECURITIES, INC.
May 16, 2008 - July 19, 2016
EDWARD JONES
May 16, 2008 - July 19, 2016
EDWARD JONES
August 30, 2005 - June 9, 2008
CITIGROUP GLOBAL MARKETS INC.
July 18, 2005 - June 9, 2008
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
