Best Investors Account Sign in

Patricia J. Miranda

Strategic Advisers LLC

Monterey, CA

Monterey, CA

Claim This Profile
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

553 Munras Ave, Monterey, CA 93940-3004 • United States

Monterey, 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 Mission Viejo CA 06/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → Present
    Fidelity Brokerage Services Llc
    Mission Viejo, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-4610|OrgNmn:Monarch Enterprises Inc.|Org Addr:Monterey,California,US|OBA Nature:Computer software engineering|Invst Rel:N|Title:Chief Financial Officer|Duties:signing authority|StrtDt:03-09-04|TotHrs/mon:0.25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-17
  • S66 Uniform Combined State Law Examination
    2009-06-17
Other Names
  • Patricia Miranda
  • Patricia Juliet Shanthy Miranda

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST COMMAND ADVISORY SERVICES
MODERN WEALTH MANAGEMENT, LLC
DEL MONTE CAPITAL, INC.
MORGAN STANLEY
THREE SHEEP WEALTH MANAGEMENT, LLC

Other Investors

CHRISTINA LEIGH JENKINS
MARIAN MARTIN DEERING
SCOTT F FOSMARK
LAURENCE CHRISTIAN SORENSEN WALKER
Tammy R Jones
Vlada Trostyanskaya
Ashley Nicole Denemark
JASON MICHAEL GORDO

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA
EDWARD JONES · Monterey, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA
FIRST COMMAND ADVISORY SERVICES · Monterey, CA
MODERN WEALTH MANAGEMENT, LLC · MONTEREY, CA
DEL MONTE CAPITAL, INC. · MONTEREY, CA
MORGAN STANLEY · Monterey, CA
THREE SHEEP WEALTH MANAGEMENT, LLC · MONTEREY, CA

More in Monterey, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor