Victor E. Portillo
STRATEGIC ADVISERS LLC | Planning Consultant
ENCINO, CA
Some features on this profile are disabled
CRD#: 5910662
Professional summary
Victor Emmanuel Portillo, who also goes by VIctor E Portillo, Victor Emmanuel Portillo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Encino, California and FIDELITY BROKERAGE SERVICES LLC located in Ventura, California.
Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Victor has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
People come to Fidelity for the brand, ethics, and access. My focus is to understand your unique situation and simplify financial concepts so that you can be confident in making decisions for you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor E Portillo | Victor Emmanuel Portillo
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.
CRS (Client Relationship Summary) - RIA
Click below to view Victor Emmanuel Portillo'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®
NoneEducation
California State University Northridge
Bachelor of Arts (BA) - Communication Studies
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: California Other, Sacramento, CA 95814Office #3: 800 S. Victoria Avenue, Ventura, CA 93009RIA
CRD#: 104555
ENCINO, CA
Current
April 20, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 800 S. Victoria Avenue, Ventura, CA 93009BD
CRD#: 7784
VENTURA, CA
Past
May 16, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BURBANK, CA
Past
August 12, 2021 - April 5, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN FERNANDO, CA
Past
August 12, 2021 - April 5, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN FERNANDO, CA
Past
December 1, 2016 - June 15, 2021
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
CANYON COUNTY, CA
Past
November 30, 2016 - June 15, 2021
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CANYON COUNTY, CA
Past
June 29, 2016 - November 17, 2016
U.S. BANCORP ADVISORS, LLC
RIA
CRD#: 14455
NORTHRIDGE, CA
Past
February 4, 2016 - November 17, 2016
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
NORTHRIDGE, CA
Past
June 9, 2015 - December 7, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Los Angeles, CA
Past
October 1, 2012 - May 27, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
RESEDA, CA
Past
May 11, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
RESEDA, 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
Alabama(1/5/2024)
RR
Alaska(1/5/2024)
RR
Arizona(1/6/2023)
RR
Arkansas(1/5/2024)
RR
California(4/20/2022)
IAR
California(3/31/2025)
RR
Colorado(1/6/2023)
RR
Connecticut(1/6/2023)
RR
Delaware(1/5/2024)
RR
District of Columbia(1/5/2024)
RR
Florida(1/6/2023)
RR
Georgia(1/5/2024)
RR
Hawaii(1/6/2023)
RR
Idaho(1/6/2023)
RR
Illinois(1/6/2023)
RR
Indiana(1/5/2024)
RR
Iowa(1/5/2024)
RR
Kansas(1/5/2024)
RR
Kentucky(1/5/2024)
RR
Louisiana(1/6/2023)
RR
Maine(1/6/2023)
RR
Maryland(1/6/2023)
RR
Massachusetts(1/6/2023)
RR
Michigan(1/5/2024)
RR
Minnesota(1/6/2023)
RR
Mississippi(1/5/2024)
RR
Missouri(1/5/2024)
RR
Montana(1/6/2023)
RR
Nebraska(1/5/2024)
RR
Nevada(1/6/2023)
RR
New Hampshire(1/6/2023)
RR
New Jersey(1/6/2023)
RR
New Mexico(1/6/2023)
RR
New York(1/6/2023)
RR
North Carolina(1/6/2023)
RR
North Dakota(1/5/2024)
RR
Ohio(1/6/2024)
RR
Oklahoma(1/6/2023)
RR
Oregon(1/6/2023)
RR
Pennsylvania(1/5/2024)
RR
Puerto Rico(1/5/2024)
RR
Rhode Island(1/5/2024)
RR
South Carolina(1/6/2023)
RR
South Dakota(1/5/2024)
RR
Tennessee(1/6/2023)
RR
Texas(1/6/2023)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2023)
RR
Vermont(1/5/2024)
RR
Virgin Islands(1/5/2024)
RR
Virginia(1/6/2023)
RR
Washington(1/6/2023)
RR
West Virginia(1/5/2024)
RR
Wisconsin(1/6/2023)
RR
Wyoming(1/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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
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.
