San Marcos, CA Office

Steven Freeman is a financial advisor with Fidelity in San Marcos, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at various divisions of Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as fund advisory and model portfolios.

Mauro Ciarmoli is a financial advisor with Fidelity Investments in San Marcos, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior work includes 17 years at LPL Financial, LLC before joining Fidelity. He is also the owner of MCC Discovery, LLC, an LLC registered for tax and business purposes. Mauro is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.