Marcela G. Gonzalez
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SAN JOSE, CA
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CRD#: 5571814
Professional summary
Marcela Guadalupe Gonzalez, CFP®, who also goes by Marcela G Gonzalez, Marcela Gonzalez, Marcela Guadalupe Gonzalez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Los Gatos, California.
Marcela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Marcela has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Through my extensive experience in personal financial planning, I strive to 1) pay close attention to your goals, concerns and preferences, 2) have you participate in the planning process and co-create a disciplined approach to financial strategies, and 3) help provide you peace of mind and confidence in your investments so that you can focus on the things that matter most.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marcela G Gonzalez | Marcela Gonzalez | Marcela Guadalupe Gonzalez
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.
ACTIVITY TYPE: 4 - OUTSIDE BUSINESS ACTIVITY WITH A NOT-FOR-PROFIT ORGANIZATION
NAME OF ENTITY: GIRLS ON THE RUN -- SILICON VALLEY
POSITION: TREASURER OF THE ORGANIZATIONS LOCAL BRANCH'S YOUNG PROFESSIONALS BOARD
START DATE: 3/19/2019
ADDRESS: https://www.gotrsv.org/ I do not believe they have a dedicated address -- see the "our locations" section of their website
DETAILS: HTTPS://WWW.GOTRSV.ORG. WE INSPIRE GIRLS TO BE JOYFUL, HEALTHY AND CONFIDENT USING A FUN, EXPERIENCE-BASED CURRICULUM WHICH CREATIVELY INTEGRATES RUNNING. 1) CREATE BUDGETS FOR EACH EVENT THAT THE YPB HOSTS. THIS MAY INCLUDE BUDGETED TICKET SALES, TICKET PRICING, ESTIMATED EXPENSES, ETC 2) . PRESENT BUDGETS TO THE YPB AND GOTRSV STAFF FOR APPROVAL. 3)TRACK INCOME AND EXPENSES RELATED TO EACH INDIVIDUAL FUNDRAISING/COMMUNITY OUTREACH EVENT. HELP ENSURE THAT THE MEMBERS ARE STAYING ON BUDGET. 4) PRESENT FINAL RESULTS TO THE YPB AND POSSIBLY THE GOVERNING BOARD. 5) COMMUNICATE WITH GOTR STAFF TO RESOLVE ANY BUDGET ISSUES. 6) THE TREASURER OF THE YPB IS NOT A SIGNOR ON ANY GOTR BANK ACCOUNTS. NOR WOULD GOVERNING BOARD BE ASKING THE TREASURER FOR ANY INVESTMENT ADVICE. THE KEY GOAL FOR THE POSITION IS TO KEEP THE YPB AN A REALISTIC BUDGET FOR THEIR EVENTS.
INVESTMENT RELATED: NO
HOURS DEDICATED (per month unless otherwise indicated): 15 PER YEAR
HOURS DURING TRADING: 0
CRS (Client Relationship Summary) - RIA
Click below to view Marcela Guadalupe Gonzalez'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®
Education
University of Texas - Pan American
Bachelor of Business Administration - International Business
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 434 N Santa Cruz Ave, Los Gatos, CA 95030-5321RIA
CRD#: 104555
SAN JOSE, CA
Current
July 28, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 434 N Santa Cruz Ave, Los Gatos, CA 95030-5321BD
CRD#: 7784
Los Gatos, CA
Past
August 17, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LOS GATOS, CA
Past
October 1, 2012 - July 16, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
MOUNTAIN VIEW, CA
Past
October 1, 2012 - July 16, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
MOUNTAIN VIEW, CA
Past
April 19, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
BOULDER, CO
Past
April 19, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
BOULDER, CO
Past
January 6, 2010 - July 30, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MCALLEN, TX
Past
October 14, 2009 - July 30, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MCALLEN, TX
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
Alaska(8/8/2020)
RR
Arizona(10/9/2020)
RR
California(7/28/2020)
IAR
California(3/31/2025)
RR
Colorado(2/12/2021)
RR
Florida(7/28/2020)
RR
Idaho(8/13/2021)
RR
Illinois(8/8/2020)
RR
Kansas(8/8/2020)
RR
Massachusetts(9/29/2023)
RR
Michigan(8/13/2021)
RR
Nevada(12/24/2021)
RR
New Jersey(11/16/2020)
RR
New York(8/8/2020)
RR
North Carolina(2/12/2021)
RR
Ohio(9/21/2020)
RR
Oregon(8/8/2020)
RR
Pennsylvania(1/13/2021)
RR
Tennessee(9/9/2022)
RR
Texas(7/28/2020)
IAR
Texas(3/31/2025)
RR
Virginia(9/18/2020)
RR
Washington(9/18/2020)
Exams
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555San Jose, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
