SERGIO ORDONEZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-10-28 | 2018-07-13 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-08-28 | 2016-02-01 | — |