Sait A Saraci

Current Employers

Employment History

• 07/2012 → 10/2018
  Morgan Stanley Smith Barney
  Laguna Niguel, CA
• 01/2019 → 03/2020
  Fisher Investments
  Plano, TX
• 04/2020 → 08/2020
  Unemployed
  Irvine, CA
• 08/2020 → 06/2023
  Bellwether Investment Advisors Llc
  Rancho Santa Fe, CA
• 11/2021 → 12/2021
  Ccg Wealth Management Llc
  San Diego, CA
• 03/2023 → 05/2023
  Ep Wealth Advisors, Llc.
  Torrance, CA
• 08/2023 → Present
  Fidelity Investments
  Irvine, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Irvine, CA
• 2023-04-11 → 2023-08-04
  Ep Wealth Advisors
  Torrance, CA
  San Diego, CA
• 2020-09-29 → 2023-07-17
  Bellwether Investment Advisors Llc
  San Diego, CA
• 2021-11-12 → 2021-12-07
  Centura Wealth Advisory
  San Diego, CA
• 2019-01-11 → 2020-04-30
  Fisher Investments
  Plano, TX
  Plano, TX
• 2012-06-29 → 2018-08-06
  Morgan Stanley
  Laguna Niguel, CA
  Irvine, CA
• 2010-10-22 → 2012-07-03
  Chase Investment Services Corp.
  Laguna Hills, CA
  Lake Forest, CA
  Aliso Viejo, CA
  Mission Viejo, CA
  Whittier, CA
  Santa Fe Springs, CA
  Laguna Hills, CA
• 2007-11-13 → 2010-10-22
  Msi Financial Services, Inc.
  Irvine, CA
• 2003-09-16 → 2007-11-06
  Securian Financial Services, Inc.
  Newport Beach, CA
  Newport Beach, CA
• 2002-07-15 → 2003-08-13
  Ubs Financial Services Inc.
  Newport Beach, CA
• 2000-06-28 → 2002-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-13
• S66 Uniform Combined State Law Examination
  1999-09-07

Designations

Other Names

• Sait Alex Saraci
• Sait Saraci