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Kostantina Bourdev

Strategic Advisers LLC

Cupertino, CA

Campbell, 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

Cupertino, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Bank Of America, N.A. San Jose CA 02/2016 09/2021
Merrill Lynch, Pierce, Fenner & Smith Incorpoarted San Jose CA 02/2016 09/2021
Fidelity Investments Campbell CA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 09/2021
    Bank Of America, N.A.
    San Jose, CA
  • 02/2016 → 09/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorpoarted
    San Jose, CA
  • 09/2021 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2016-03-08 → 2021-09-13
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
    Scotts Valley, CA
    Capitola, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Santa Clara, CA
    San Jose, CA
  • 2013-12-04 → 2016-02-29
    Ameriprise Financial Services, Llc
    Redwood City, CA
  • 2012-10-01 → 2013-09-26
    J.P. Morgan Securities Llc
    San Jose, CA
  • 2009-05-02 → 2012-10-01
    Chase Investment Services Corp.
    San Jose, CA
  • 2008-05-26 → 2009-05-02
    Wamu Investments, Inc.
    San Jose, CA
    San Jose, CA
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-23
S63 Uniform Securities Agent State Law Examination 2003-10-25
  • S65 Uniform Investment Adviser Law Examination
    2008-05-23
  • S63 Uniform Securities Agent State Law Examination
    2003-10-25
Other Names
  • Kostantina Dimitrova Chekalarova
  • Kostantina Bourdev
  • Ina Bourdev
  • Kostantina Dimitrova Bourdev
  • Kostantina D Bourdev

View on SEC IAPD

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