FH
Fernanda Graziela M. Hardy
STRATEGIC ADVISERS LLC
SAN JOSE, CA
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CRD#: 7668565
FH
Professional summary
Fernanda Graziela Miotto Borges Hardy, who also goes by Fernanda Graziela Miotto Borges De Freitas, Fernanda M Hardy, Fernanda Miotto Hardy, Fernanda Graziela Miotto Borges Hardy, Fernandagraziela Miotto Hardy, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Campbell, California.
Fernanda Graziela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Fernanda Graziela has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fernanda Graziela Miotto Borges De Freitas | Fernanda M Hardy | Fernanda Miotto Hardy | Fernanda Graziela Miotto Borges Hardy | Fernandagraziela Miotto Hardy
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.
OBA-123661|OrgNmn:Affilliate market|Org Addr:San Jose,California,US|OBA Nature:create website/social media pa|Invst Rel:N|Title:social media content creater/ aff|Duties:to create website, social media content, and possible sell products (clothes, shoes, acessories, home products, arts & crafts)|StrtDt:09-27-25|TotHrs/mon:6|TrdHrs/mon:0|OBA-115827|OrgNmn:publish children books and social media interaction|Org Addr:San Jose,California,US|OBA Nature:partnership with friends to pu|Invst Rel:N|Title:writer, content creater|Duties:to write stories, adding content in social media channels|StrtDt:01-14-25|TotHrs/mon:24|TrdHrs/mon:0|OBA-121290|OrgNmn:pet/ children care provider|Org Addr:San Jose,California,US|OBA Nature:pet/ children care provider|Invst Rel:N|Title:Sole Proprietor|Duties:bring pets to my home and feed them. Take care of kids occasionally on the weekends. |StrtDt:07-21-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Fernanda Graziela Miotto Borges Hardy'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600RIA
CRD#: 104555
SAN JOSE, CA
Current
September 10, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 851 East Hamilton Ave., Ste 100, Campbell, CA 95008BD
CRD#: 7784
CAMPBELL, CA
Past
November 7, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CAMPBELL, CA
Past
January 1, 2023 - March 27, 2024
PFS INVESTMENTS INC.
BD
CRD#: 10111
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
Arizona(11/5/2024)
RR
California(9/10/2024)
IAR
California(3/31/2025)
RR
Colorado(11/5/2024)
RR
Connecticut(11/5/2024)
RR
Florida(11/5/2024)
RR
Georgia(11/5/2024)
RR
Illinois(11/5/2024)
RR
Indiana(11/5/2024)
RR
Maryland(11/5/2024)
RR
Massachusetts(11/5/2024)
RR
Michigan(11/5/2024)
RR
Minnesota(11/5/2024)
RR
Missouri(11/5/2024)
RR
New Jersey(11/5/2024)
RR
New York(11/5/2024)
RR
North Carolina(11/5/2024)
RR
Ohio(11/6/2024)
RR
Pennsylvania(11/5/2024)
RR
Texas(11/5/2024)
RR
Virginia(11/5/2024)
RR
Washington(11/5/2024)
RR
Wisconsin(11/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/31/2022
Investment Company Products/Variable Contracts 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.
