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Imar Rodriguez

Strategic Advisers LLC

Irvine, CA

Newport Beach, 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

Irvine, CA • United States

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • 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
Snowden Lane Partners New York City NY 12/2015 03/2024
Fidelity Investments Woodland Hills CA 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 03/2024
    Snowden Lane Partners
    New York City, NY
  • 03/2024 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2015-12-04 → 2024-04-07
    Snowden Capital Advisors Llc
    San Diego, CA
  • 2010-10-19 → 2015-12-07
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Diego, CA
  • 2010-04-13 → 2010-10-28
    Chase Investment Services Corp.
    Chula Vista, CA
    Encinitas, CA
  • 2007-05-18 → 2010-04-07
    Wells Fargo Investments, Llc
    Bonita, CA
    San Diego, CA
    San Diego, CA
    Chula Vista, CA
    Chula Vista, CA
  • 2004-05-18 → 2007-05-24
    Strategic Advisers Llc
    San Diego, CA
Other Businesses

OBA-107991|OrgNmn:A million Dreams properties LLC|Org Addr:san diego,California,US|OBA Nature:Real estate investment|Invst Rel:Y|Title:Partner|Duties:tax filing and discuss issues with property manager|StrtDt:04-22-19|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-11
S63 Uniform Securities Agent State Law Examination 2000-12-19
  • S66 Uniform Combined State Law Examination
    2004-05-11
  • S63 Uniform Securities Agent State Law Examination
    2000-12-19
Other Names
  • Imar A. Rodriguez

View on SEC IAPD

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