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Bruce Alan Welte

Strategic Advisers LLC

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

Branch Locations

Newport Beach, 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
Select Capital Corporation San Juan Capistrano CA 09/2011 03/2020
Unemployed Newport Beach CA 03/2020 10/2021
Fidelity Investments Newport Beach CA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → 03/2020
    Select Capital Corporation
    San Juan Capistrano, CA
  • 03/2020 → 10/2021
    Unemployed
    Newport Beach, CA
  • 10/2021 → Present
    Fidelity Investments
    Newport Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-27
S63 Uniform Securities Agent State Law Examination 1997-07-22
  • S66 Uniform Combined State Law Examination
    2023-05-27
  • S63 Uniform Securities Agent State Law Examination
    1997-07-22
Other Names
  • Bruce Alan Welte
  • Bruce A Welte

View on SEC IAPD

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