Teresita Ford
STRATEGIC ADVISERS LLC | Financial Consultant
SAN JOSE, CA
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CRD#: 6934951
Professional summary
Teresita Ford, who also goes by Teresita Arado Ford Jr, Teresita Arado Ford, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Teresita is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Teresita has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
I take a holistic approach to understanding my clients and what is important to them to effectively co-create a personalized financial plan. My goal is to help my clients feel organized and in control of their finances and confident in their means to care for themselves and loved ones so they can have freedom from worry to enjoy life.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Teresita Arado Ford Jr | Teresita Arado Ford
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 Teresita Ford'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
San Jose State University
Master of Public Health - Community Health Education
2010
University of Washington
Bachelor of Arts (BA) - Sociology
2001
University of Washington
Bachelor of Arts (BA) - Justice Studies-Criminal Justice
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
SAN JOSE, CA
Current
February 1, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
February 23, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LOS GATOS, CA
Past
December 17, 2019 - January 5, 2022
EDWARD JONES
RIA
CRD#: 250
SAN JOSE, CA
Past
November 27, 2019 - January 5, 2022
EDWARD JONES
BD
CRD#: 250
SAN JOSE, 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(8/27/2024)
RR
Alaska(8/27/2024)
RR
Arizona(3/29/2023)
RR
Arkansas(8/27/2024)
RR
California(2/1/2022)
IAR
California(3/31/2025)
RR
Colorado(8/27/2024)
RR
Connecticut(8/27/2024)
RR
Delaware(8/27/2024)
RR
District of Columbia(8/27/2024)
RR
Florida(8/27/2024)
RR
Georgia(8/27/2024)
RR
Hawaii(8/27/2024)
RR
Idaho(8/27/2024)
RR
Illinois(8/27/2024)
RR
Indiana(8/27/2024)
RR
Iowa(8/27/2024)
RR
Kansas(8/27/2024)
RR
Kentucky(8/27/2024)
RR
Louisiana(8/27/2024)
RR
Maine(8/27/2024)
RR
Maryland(3/28/2023)
RR
Massachusetts(3/27/2023)
RR
Michigan(8/27/2024)
RR
Minnesota(8/27/2024)
RR
Mississippi(8/27/2024)
RR
Missouri(8/27/2024)
RR
Montana(8/27/2024)
RR
Nebraska(8/27/2024)
RR
Nevada(8/27/2024)
RR
New Hampshire(8/27/2024)
RR
New Jersey(8/27/2024)
RR
New Mexico(8/27/2024)
RR
New York(8/27/2024)
RR
North Carolina(4/27/2022)
RR
North Dakota(8/27/2024)
RR
Ohio(2/2/2022)
RR
Oklahoma(8/27/2024)
RR
Oregon(5/27/2022)
RR
Pennsylvania(8/27/2024)
RR
Puerto Rico(8/27/2024)
RR
Rhode Island(8/27/2024)
RR
South Carolina(8/27/2024)
RR
South Dakota(8/27/2024)
RR
Tennessee(8/27/2024)
RR
Texas(8/27/2024)
IAR
Texas(3/31/2025)
RR
Utah(8/27/2024)
RR
Vermont(8/27/2024)
RR
Virgin Islands(8/27/2024)
RR
Virginia(3/28/2023)
RR
Washington(2/14/2022)
RR
West Virginia(8/27/2024)
RR
Wisconsin(8/27/2024)
RR
Wyoming(8/27/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/27/2019
General Securities Representative ExaminationGeneral 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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555San Jose, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
