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Leon Ramon Naccarato

Strategic Advisers LLC

Simi Valley, CA

Thousand Oaks, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Simi Valley, CA • United States

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • 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 Brokerage Services, Llc. Salt Lake City UT 05/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2000 → Present
    Fidelity Brokerage Services, Llc.
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Simi Valley, CA
    Thousand Oaks, CA
  • 2004-05-26 → 2018-07-13
    Strategic Advisers Llc
    Thousand Oaks, CA
    Woodland Hills, CA
Other Businesses

OBA-97464|OrgNmn:Park Sorrento HOA Calabasas|Org Addr:calabasas,California,US|OBA Nature:HOA for Park Sorrento Communit|Invst Rel:N|Title:Vice President|Duties:VP for HOA Board|StrtDt:03-15-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-18
S63 Uniform Securities Agent State Law Examination 2000-08-31
  • S65 Uniform Investment Adviser Law Examination
    2004-05-18
  • S63 Uniform Securities Agent State Law Examination
    2000-08-31

View on SEC IAPD

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