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

Nov 1, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 10, 2017

First registration

Jul 10, 2017

Dual registered

yes, broker-dealer

Other names

NATALIA NAVARRO|ANA NAVARRO|ANA NATALIA NAVARRO|ANA NATALIA NAVARRO|ANA NATALIA MUNDO|ANANATALIA MUNDO

IAPD individual key

5087125

• Occurred

  Sep 15, 2022
  Advisor changed firm

  Ana Natalia Mundo left Ernst & Young Investment Advisers Llp for Fidelity Personal And Workplace Advisors (registered 2024-01-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c3067f93-3d76-8f06-2d52-79c92bdf38d4

First observed

Jul 10, 2017

Last observed

Sep 14, 2026 7 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.