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Brandon Gattis

Strategic Advisers LLC

Seal Beach, CA

Huntington 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

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • United States

Huntington 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
Fidelity Brokerage Services Llc Santa Monica 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
    Santa Monica, 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
    Seal Beach, CA
    Huntington Beach, CA
  • 2012-04-25 → 2018-07-13
    Strategic Advisers Llc
    Seal Beach, CA
    Santa Monica, CA
  • 2006-01-23 → 2012-04-12
    T. Rowe Price Advisory Services, Inc.
    Los Angeles, CA
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-19
  • S66 Uniform Combined State Law Examination
    2005-01-19
Other Names
  • Brandon Robert Gattis

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Seal Beach, CA
J.P. MORGAN SECURITIES LLC · SEAL BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SEAL BEACH, CA
UBS FINANCIAL SERVICES INC. · SEAL BEACH, CA
LPL FINANCIAL LLC · SEAL BEACH, CA
OSAIC WEALTH, INC. · SEAL BEACH, CA
AMIP MANAGEMENT · SEAL BEACH, CA
MY PORTFOLIO GUIDE, LLC · SEAL BEACH, CA

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