Abimelek Rodriguez
STRATEGIC ADVISERS LLC | Financial Consultant
TRUMBULL, CT
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CRD#: 6803373
Professional summary
Abimelek Rodriguez, CFP®, CIMA® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Trumbull, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Fairfield, Connecticut.
Abimelek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Abimelek has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a CERTIFIED FINANCIAL PLANNER™, I partner with families in all stages of life by establishing a holistic financial plan, and allowing it to be the driving force behind their financial decisions. My focus transcends all aspects in client consultations in areas of Retirement, College Planning, Estate and Trusts Planning, Insurance, Taxation and Portfolio Analysis.
Question & Answer
What are your service offerings?
Budgeting
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
What is your minimum asset requirement?
1M
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 Abimelek Rodriguez'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®
CFP®
Start date: 2021
Education
Long Island University
Master of Business Administration (MBA) - Business Management
2018
Long Island University
Bachelor of Fine Arts - Digital Audio
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1261 Post Road, Fairfield, CT 06824-6072RIA
CRD#: 104555
TRUMBULL, CT
Current
May 19, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1261 Post Road, Fairfield, CT 06824BD
CRD#: 7784
Fairfield, CT
Past
June 6, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FAIRFIELD, CT
Past
August 9, 2019 - April 5, 2022
MORGAN STANLEY
RIA
CRD#: 149777
Melville, NY
Past
July 23, 2019 - April 5, 2022
MORGAN STANLEY
BD
CRD#: 149777
Melville, NY
Past
January 23, 2019 - June 26, 2019
REVERE SECURITIES LLC
BD
CRD#: 14178
NEW YORK, NY
Past
September 24, 2018 - January 28, 2019
MAXIM GROUP LLC
BD
CRD#: 120708
NEW YORK, NY
Past
November 1, 2017 - September 17, 2018
LAIDLAW & COMPANY (UK) LTD.
BD
CRD#: 119037
NEW YORK, NY
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(3/7/2025)
RR
California(4/24/2023)
RR
Colorado(9/8/2022)
RR
Connecticut(5/19/2022)
IAR
Connecticut(3/31/2025)
RR
Delaware(12/2/2022)
RR
Florida(7/11/2022)
RR
Illinois(5/19/2023)
RR
Maine(6/4/2025)
RR
Massachusetts(7/11/2022)
RR
Minnesota(3/2/2024)
RR
Nevada(3/25/2023)
RR
New Jersey(7/11/2022)
RR
New York(5/19/2022)
RR
North Carolina(7/11/2022)
RR
Pennsylvania(5/19/2023)
RR
Puerto Rico(4/12/2024)
RR
Rhode Island(7/11/2022)
RR
South Carolina(10/27/2022)
RR
Tennessee(11/4/2025)
RR
Texas(1/4/2025)
IAR
Texas(3/31/2025)
RR
Vermont(9/27/2024)
RR
Virginia(10/13/2022)
RR
Washington(5/19/2023)
Exams
State Security Law Exam
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Trumbull, CTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
