Diego D. Ibarra
STRATEGIC ADVISERS LLC | Investor Center Planning Consultant
SIMI VALLEY, CA
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CRD#: 6902806
Professional summary
Diego Daniel Ibarra, who also goes by Diego Daniel Ibarra Arroyo, Diego Ibarraarroyo, Diego Ibarra, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Simi Valley, California and FIDELITY BROKERAGE SERVICES LLC located in Thousand Oaks, California.
Diego is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Diego has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
As a Planning Consultant, I help build and deepen relationships by partnering with clients to co-create a financial plan that reflects their goals and values.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Diego Daniel Ibarra Arroyo | Diego Ibarraarroyo | Diego Ibarra
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 Diego Daniel Ibarra'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
Moorpark College
Associate of Applied Business - Finance
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807RIA
CRD#: 104555
SIMI VALLEY, CA
Current
September 9, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 111 South Westlake Blvd #103, Thousand Oaks, CA 91362BD
CRD#: 7784
Thousand Oaks, CA
Past
September 21, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
THOUSAND OAKS, CA
Past
February 9, 2021 - July 7, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CAMARILLO, CA
Past
April 4, 2018 - July 7, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CAMARILLO, 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(1/8/2024)
RR
Arizona(1/10/2024)
RR
California(9/9/2022)
IAR
California(3/31/2025)
RR
Florida(1/8/2024)
RR
Idaho(1/18/2024)
RR
Michigan(1/10/2024)
RR
Nevada(1/11/2024)
RR
New York(1/7/2024)
RR
Oregon(1/9/2024)
RR
Pennsylvania(1/8/2024)
RR
South Carolina(1/10/2024)
RR
Tennessee(1/9/2024)
RR
Texas(1/8/2024)
IAR
Texas(3/31/2025)
RR
Virginia(1/9/2024)
RR
Washington(1/8/2024)
RR
Wisconsin(1/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/13/2021
General Securities Representative ExaminationGeneral 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
Investor Center Planning ConsultantCRD#: 104555Simi Valley, CATRUST BUT VERIFY
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Contact information
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