Angelica Villafana-maria
STRATEGIC ADVISERS LLC | Investment Consultant
RALEIGH, NC
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CRD#: 6788934
Professional summary
Angelica Villafana-maria is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Raleigh, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Cary, North Carolina.
Angelica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Angelica has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As an Investment Consultant, I work alongside my clients to create a solid financial plan so that they feel confident in their everyday lives. My goal is to provide them with the tools and resources to empower them to make educated financial decisions.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Angelica Villafana-maria'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
North Carolina State University
Bachelor of Business Administration - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 580 New Waverly Pl Ste 240, Cary, NC 27518-7406Office #3: 2500 Regency Parkway, Cary, NC 27518RIA
CRD#: 104555
RALEIGH, NC
Current
June 16, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 580 New Waverly Pl Ste 240, Cary, NC 27518Office #2: 2500 Regency Parkway, Cary, NC 27518BD
CRD#: 7784
Cary, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CARY, NC
Past
March 23, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DURHAM, NC
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
Arizona(3/25/2023)
RR
California(7/21/2023)
RR
District of Columbia(3/2/2024)
RR
Florida(2/12/2021)
RR
Georgia(2/12/2021)
RR
Maryland(2/12/2021)
RR
Massachusetts(2/12/2021)
RR
Michigan(2/12/2021)
RR
New Jersey(2/12/2021)
RR
New York(2/12/2021)
RR
North Carolina(7/19/2017)
IAR
North Carolina(3/31/2025)
RR
Oklahoma(1/25/2023)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(7/19/2017)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Virginia(7/19/2017)
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
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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
Investment ConsultantCRD#: 104555Raleigh, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
