Washington, DC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$561,384,950,404
ClientsTotal clients
2,390,975
AdvisorsAdvisors at this office
3
Of 17,005 advisors across 1,872 offices
Location
Washington DC
Advisors at this office
3
Advisors at this office
Eric G
Series 66
Washington, DC
Fidelity
Eric Guerrero is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, Guerrero serves as Board President for Defensores De La Cuenca, a watershed conservation organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multi-manager fund structures and delivers model portfolios while maintaining oversight of sub-advisers and addressing conflicts of interest.
Rashaka C
Series 63, Series 66
Washington, DC
Fidelity
Rashaka Caldwell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Caldwell worked at Caribou Financial and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.
Daisy G
Series 66
Washington, DC
Fidelity
Daisy Guzman is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Fiducient Advisors and various firms outside the financial sector. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of AI in research, management of registered investment companies, and delivery of model portfolios to intermediary platforms.
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