Juan Arroyave
STRATEGIC ADVISERS | Financial Consultant
SAN FRANCISCO, CA
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CRD#: 7040520
Professional summary
Juan Arroyave, who also goes by Juan Esteban Arroyave, Juan Arroyave, Juan Esteban Arroyave Gomez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Francisco, California and FIDELITY BROKERAGE SERVICES LLC located in Burlingame, California.
Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Juan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
Working closely with me, you can leverage my years of experience and award-winning resources powered by Fidelity to help you with your financial goals. By understanding the complex needs of my clients, I have helped them develop, implement, and maintain their financial plans through all phases of the business cycle. Each time we meet, I want you to leave with a greater understanding of your investment health. My dedication is to partner with your family throughout all life stages.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Juan Esteban Arroyave | Juan Arroyave | Juan Esteban Arroyave Gomez
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 Arroyave'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
University of California, Riverside
Bachelor of Arts (BA) - Economics and Administrative Studies (Finance)
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN FRANCISCO, CA
Current
August 5, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1411 Chapin Avenue, Burlingame, CA 94010BD
CRD#: 7784
Burlingame, CA
Past
August 12, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BURLINGAME, CA
Past
January 22, 2019 - July 16, 2020
EDWARD JONES
RIA
CRD#: 250
HALF MOON BAY, CA
Past
January 1, 2019 - July 16, 2020
EDWARD JONES
BD
CRD#: 250
HALF MOON BAY, 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
Arizona(9/9/2022)
RR
California(8/5/2020)
IAR
California(3/31/2025)
RR
Colorado(3/25/2023)
RR
Connecticut(11/26/2024)
RR
District of Columbia(3/4/2022)
RR
Florida(6/14/2021)
RR
Hawaii(12/24/2020)
RR
Illinois(1/11/2022)
RR
Indiana(1/7/2026)
RR
Maine(12/12/2023)
RR
Massachusetts(8/20/2021)
RR
Michigan(1/7/2026)
RR
Minnesota(5/6/2022)
RR
Nevada(3/4/2022)
RR
New York(2/18/2021)
RR
North Carolina(3/4/2022)
RR
Pennsylvania(7/21/2023)
RR
Texas(12/2/2020)
IAR
Texas(3/31/2025)
RR
Vermont(3/4/2022)
RR
Virginia(9/9/2022)
RR
Washington(2/3/2022)
RR
Wisconsin(7/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/28/2018
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)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 Francisco, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
