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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

Glendale, 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 Investments Roseville CA 07/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → Present
    Fidelity Investments
    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
    Glendale, CA
    Salt Lake City, UT
  • 2011-10-11 → 2018-07-13
    Burbank, CA
    Los Angeles, CA
    Woodland Hills, CA
  • 2009-05-02 → 2011-07-19
    Chase Investment Services Corp.
    Los Angeles, CA
    Sierra Madre, CA
    Altadena, CA
    Sun Valley, CA
    North Hollywood, CA
    Sylmar, CA
    San Fernando, CA
    Sun Valley, CA
    Woodland Hills, CA
    Van Nuys, CA
    Van Nuys, CA
    Van Nuys, CA
    San Luis Obispo, CA
    Agoura Hills, CA
    Fremont, CA
    Granada Hills, CA
    Montrose, CA
    Chatsworth, CA
    Encino, CA
    Moorpark, CA
    Newbury Park, CA
    Panorama City, CA
    Santa Barbara, CA
    Santa Barbara, CA
    Sherman Oaks, CA
    Simi Valley, CA
    Van Nuys, CA
    Canoga Park, CA
    Northridge, CA
    Northridge, CA
    Ojai, CA
    Sherman Oaks, CA
    Westlake Village, CA
    Camarillo, CA
    Goleta, CA
    Granada Hills, CA
    Newark, CA
    Northridge, CA
    Oxnard, CA
    Port Hueneme, CA
    Porter Ranch, CA
    Reseda, CA
    Studio City, CA
    Van Nuys, CA
    West Hills, CA
    Calabasas, CA
    Canoga Park, CA
    Panorama City, CA
    Simi Valley, CA
    Tarzana, CA
    Tarzana, CA
    Thousand Oaks, CA
    Thousand Oaks, CA
    Camarillo, CA
    Carpinteria, CA
    Encino, CA
    Northridge, CA
    Oxnard, CA
    Oxnard, CA
    Reseda, CA
    Sherman Oaks, CA
    Simi Valley, CA
    Van Nuys, CA
    Ventura, CA
    Ventura, CA
    Ventura, CA
    Ventura, CA
    Westlake Village, CA
    Woodland Hills, CA
    Woodland Hills, CA
    Northridge, CA
    Calabasas, CA
    Mission Hills, CA
    North Hills, CA
  • 2009-02-18 → 2009-05-02
    Wamu Investments, Inc.
    Altadena, CA
    Los Angeles, CA
    Sierra Madre, CA
  • 2008-04-25 → 2009-02-06
    Banc Of America Investment Services, Inc.
    Pasadena, CA
  • 2005-09-06 → 2008-04-30
    Pasadena, CA
    San Francisco, CA
    San Francisco, CA
  • 2005-05-13 → 2005-09-02
    Msi Financial Services, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-04
S63 Uniform Securities Agent State Law Examination 2003-02-06
  • S65 Uniform Investment Adviser Law Examination
    2005-05-04
  • S63 Uniform Securities Agent State Law Examination
    2003-02-06
Other Names
  • Sean Irwin
  • Sean Roderick Irwin

View on SEC IAPD

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