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RIA / WealthAdvisor12 years in industry

MARCO ANTONIO CORONADO

Advisor at FISHER INVESTMENTS

PLANO, TX

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Search this name across graphsid dfx:ria:a25a4272-6728-85d0-e25b-bf30bc70025f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 28, 2021 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: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: May 5, 2021
First registration: Jun 28, 2021
Dual registered: no
Other names: Marco Antonio Coronado|Marco Antonio Coronado|WEKO CORONADO
IAPD individual key: 7333184

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
FISHER INVESTMENTS	Independent wealth	Aug 14, 2026	n/a	yes	PLANO, TX	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jul 20, 2026	no	HOUSTON, TX\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 30, 2022	Mar 31, 2025	no	HOUSTON, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 28, 2021	Dec 23, 2021	no	HOUSTON, TX	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
STRATEGIC ADVISERS LLC	FISHER INVESTMENTS	Jul 20, 2026	Aug 14, 2026	25	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
EQUITABLE ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 23, 2021	Jun 30, 2022	189	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jul 20, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 30, 2022 to Mar 31, 2025factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 28, 2021 to Dec 23, 2021factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Marco Antonio Coronado left Strategic Advisers Llc for Fisher Investments (registered 2026-08-14)
Form ADVobserved 5 days ago