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Sandra Alcira Jerez

Strategic Advisers LLC

Morgan Hill, CA

Mountain View, 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

Morgan Hill, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • 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
Merrill Lynch, Pierce, Fenner & Smith Inc San Jose CA 11/2019 01/2023
Fidelity Investments Llc Mountain View CA 02/2023 Present
Merrill Lynch, Pierce, Fenner & Smith Inc San Jose CA 04/2013 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 01/2023
    Merrill Lynch, Pierce, Fenner & Smith Inc
    San Jose, CA
  • 02/2023 → Present
    Fidelity Investments Llc
    Mountain View, CA
  • 04/2013 → 11/2019
    Merrill Lynch, Pierce, Fenner & Smith Inc
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountain View, CA
  • 2011-12-23 → 2023-02-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Phoenix, AZ
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-22
S63 Uniform Securities Agent State Law Examination 2006-12-21
  • S66 Uniform Combined State Law Examination
    2011-12-22
  • S63 Uniform Securities Agent State Law Examination
    2006-12-21
Other Names
  • Sandra Alcira Castro
  • Sandra Jerez

View on SEC IAPD

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