Yoselin M. Murillo
Professional summary
Yoselin M Murillo, who also goes by Yoselin M Murillo, Yoselin Marcela Murillo Alegria, Yoselin Marcela M Murillo Alegria, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Newington, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in West Hartford, Connecticut.
Yoselin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Yoselin has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yoselin M Murillo's CRS (Customer Relationship Summary).
Certified licenses
Education
University of Connecticut
Bachelor of Science (BS) - Finance
2019
Manchester Community College
Associate of Applied Business - Accounting and Business Administration
2015
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211August 1, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 29 South Main Street Ste A02 Town Center, West Hartford, CT 06107September 16, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/4/2025)
(2/12/2021)
(2/12/2021)
(1/4/2025)
(9/16/2019)
(3/31/2025)
(2/12/2021)
(2/12/2021)
(1/4/2025)
(1/4/2025)
(4/14/2023)
(1/12/2021)
(1/4/2025)
(1/4/2025)
(1/4/2025)
(2/12/2021)
(2/12/2021)
(4/14/2023)
(4/14/2023)
(5/7/2024)
(2/12/2021)
(3/31/2025)
(4/14/2023)
(4/14/2023)
(2/12/2021)
Exams
Series 7TO
Date: 8/1/2019
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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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