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Philip A. Tringali

Strategic Advisers LLC

Salinas, CA

Monterey, 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

Salinas, CA • United States

553 Munras Ave, Monterey, CA 93940-3004 • 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
Wells Fargo Bank, N.A. Carmel CA 06/2005 03/2023
Wells Fargo Advisors Llc Carmel CA 04/2010 11/2016
Wells Fargo Clearing Services, Llc Carmel CA 11/2016 03/2023
Fidelity Investments Monterey CA 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2005 → 03/2023
    Wells Fargo Bank, N.A.
    Carmel, CA
  • 04/2010 → 11/2016
    Wells Fargo Advisors Llc
    Carmel, CA
  • 11/2016 → 03/2023
    Wells Fargo Clearing Services, Llc
    Carmel, CA
  • 04/2023 → Present
    Fidelity Investments
    Monterey, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Monterey, CA
  • 2010-04-23 → 2023-04-12
    Wells Fargo Clearing Services, Llc
    Carmel, CA
    San Jose, CA
    Aptos, CA
    San Leandro, CA
    Carmel, CA
    San Jose, CA
    San Luis Obispo, CA
    Monterey, CA
    Carmel, CA
    Del Rey Oaks, CA
  • 2007-09-12 → 2010-04-26
    Wells Fargo Investments, Llc
    Carmel, CA
    Del Rey Oaks, CA
Other Businesses

OBA-98003|OrgNmn:Palma School Foundation|Org Addr:Salinas,California,US|OBA Nature:School Foundation Board|Invst Rel:N|Title:Board Member|Duties:Create and secure a school endowment |StrtDt:04-01-21|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-29
  • S66 Uniform Combined State Law Examination
    2007-08-29
Other Names
  • Philip Anthony Tringali

View on SEC IAPD

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