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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

SUNILDA PILAR VASQUEZ

Advisor at STRATEGIC ADVISERS LLC

CROTON FALLS, NY 10519-7012, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b06cc39-dd52-e39f-7ad6-712c84e44260

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 15, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 26, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Dec 26, 2013
First registration: May 15, 2018
Dual registered: yes, broker-dealer
Other names: SUNY VASQUEZ|SUNILDA NEVRODIS|SUNILDA PILAR VASQUEZ ESPIRITU|Sunilda Vasquez
IAPD individual key: 2753673

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	CROTON FALLS, NY 10519-7012, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 17, 2023	Mar 31, 2025	no	CROTON FALLS, NY 10519-7012, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 3, 2022	Nov 16, 2022	no	WHITE PLAINS, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 15, 2018	Aug 24, 2020	no	BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|Bronx, NY\|New York, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY\|BRONX, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 16, 2022	Nov 17, 2023	366	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 24, 2020	Aug 3, 2022	709	Firm change after gap	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:288590:NY:2022-11-16	Nov 16, 2022	Nov 17, 2023	WHITE PLAINS, NY	Firm change

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 17, 2023 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 3, 2022 to Nov 16, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 15, 2018 to Aug 24, 2020factForm ADV

Dated events

Occurred
Nov 16, 2022
Advisor changed firm
Sunilda Pilar Vasquez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2023-11-17)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b06cc39-dd52-e39f-7ad6-712c84e44260
First observed: May 15, 2018
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SUNILDA PILAR VASQUEZ

Advisor at STRATEGIC ADVISERS LLC

CROTON FALLS, NY 10519-7012, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b06cc39-dd52-e39f-7ad6-712c84e44260

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

n/a

yes

CROTON FALLS, NY 10519-7012, NY

Current employment

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Nov 17, 2023

Mar 31, 2025

CROTON FALLS, NY 10519-7012, NY

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Aug 3, 2022

Nov 16, 2022

WHITE PLAINS, NY

Previous registration

J.P. MORGAN SECURITIES LLC

Wirehouse

May 15, 2018

Aug 24, 2020

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Nov 16, 2022

Nov 17, 2023

366

Firm change

Wirehouse to ibd

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 24, 2020

Aug 3, 2022

709

Firm change after gap

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

7691:288590:NY:2022-11-16

Nov 16, 2022

Nov 17, 2023

WHITE PLAINS, NY

Firm change