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.

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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 3, 2025

Dual registered

yes, broker-dealer

Other names

LINDA TREVINO MARROQUIN

IAPD individual key

8047145

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d0ec544-b81d-2d64-47ec-e02f4f6ca09a

First observed

Jun 1, 2014

Last observed

Sep 15, 2026 3 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.