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James E. Bistrain

Strategic Advisers LLC

Folsom, CA

Fair 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

2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States

Fair Oaks, 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 Brokerage Services Llc Roseville CA 04/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → Present
    Fidelity Brokerage Services Llc
    Roseville, CA
  • 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
    Folsom, CA
    Fair Oaks, CA
  • 2012-05-09 → 2018-07-13
    Strategic Advisers Llc
    Roseville, CA
    Folsom, CA
  • 2006-08-01 → 2012-05-03
    Td Ameritrade, Inc.
    Roseville, CA
  • 2006-08-01 → 2012-05-03
    Td Ameritrade Investment Management, Llc
    Roseville, CA
  • 2002-04-10 → 2002-11-29
    Morgan Stanley Dw Inc.
    San Rafael, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-11
  • S66 Uniform Combined State Law Examination
    2001-12-11
Other Names
  • James Bistrain
  • James E Bistrain
  • James E. Bistrain
  • James Edward Bistrain

View on SEC IAPD

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