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Pamela R Regatuso

Strategic Advisers LLC

Pleasant Hill, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Pleasant Hill, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jersey City NJ 04/2022 Present
Pamela R Regatuso, Fiduciary Pleasant Hill CA 01/2011 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Jersey City, NJ
  • 01/2011 → 03/2022
    Pamela R Regatuso, Fiduciary
    Pleasant Hill, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jersey City, NJ
  • 2006-01-09 → 2007-01-03
    Morgan Stanley Dw Inc.
    Orinda, CA
  • 2003-12-05 → 2006-01-11
    Wells Fargo Clearing Services, Llc
    Walnut Creek, CA
  • 2000-10-12 → 2003-11-19
    Osaic Fa, Inc.
    San Ramon, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-16
S66 Uniform Combined State Law Examination 2000-09-08
  • S63 Uniform Securities Agent State Law Examination
    2022-09-16
  • S66 Uniform Combined State Law Examination
    2000-09-08
Other Names
  • Pamela Rose Regatuso
  • Pamela Rose Neary
  • Pamela R Regatuso

View on SEC IAPD

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