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Travis Barnhard

Strategic Advisers LLC

Roseville, 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

Roseville, 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
Wells Fargo Advisors Llc Roseville CA 01/2011 12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 12/2016 04/2021
Wells Fargo Clearing Services, Llc. Roseville CA 05/2021 06/2021
Unemployed Roseville CA 07/2021 10/2021
Fidelity Investments Roseville CA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-14
S63 Uniform Securities Agent State Law Examination 2002-07-15
  • S65 Uniform Investment Adviser Law Examination
    2008-04-14
  • S63 Uniform Securities Agent State Law Examination
    2002-07-15
Other Names
  • Travis Sherman Baruhard
  • Travis Sherman Barnhard

View on SEC IAPD

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