Juan P. Acevedo
STRATEGIC ADVISERS LLC | Investment Consultant
WESTON, FL
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CRD#: 6913208
Professional summary
Juan Pablo Acevedo, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Weston, Florida and FIDELITY BROKERAGE SERVICES LLC located in Coral Gables, Florida.
Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Juan has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I partner with clients to help them identify personal and financial goals, and leverage my analytical and financial expertise to educate and guide them towards the best decisions in pursuit of these goals. By helping my clients become more knowledgeable with their finances and providing them with personalized alternative solutions, this ensures clients receive a plan that works for them and helps them feel more secure about their future.
Question & Answer
What is your minimum asset requirement?
250K
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 Juan Pablo Acevedo'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
Florida International University
Bachelor of Economics - Economics
2017
Florida State University
Bachelor of Economics - Economics
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522RIA
CRD#: 104555
WESTON, FL
Current
November 15, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134BD
CRD#: 7784
Coral Gables, FL
Past
November 24, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CORAL GABLES, FL
Past
March 30, 2018 - September 23, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Orlando, FL
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
California(6/11/2024)
RR
Colorado(1/21/2025)
RR
Connecticut(8/28/2023)
RR
Delaware(12/16/2024)
RR
District of Columbia(8/29/2025)
RR
Florida(1/6/2023)
IAR
Florida(3/31/2025)
RR
Georgia(6/27/2023)
RR
Illinois(7/24/2025)
RR
Kentucky(8/8/2025)
RR
Maine(3/20/2024)
RR
Maryland(6/27/2023)
RR
Massachusetts(8/27/2025)
RR
Nevada(5/6/2024)
RR
New Jersey(8/30/2023)
RR
New York(11/3/2025)
RR
North Carolina(11/16/2021)
RR
Puerto Rico(2/3/2023)
RR
South Carolina(5/6/2024)
RR
Tennessee(10/30/2023)
RR
Texas(2/23/2022)
IAR
Texas(3/31/2025)
RR
Virginia(3/5/2024)
RR
Washington(2/27/2025)
RR
Wisconsin(8/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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.
