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Julio Gonzalez

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

La Habra, 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

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

La Habra, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fullerton CA 01/2012 02/2022
Bank Of America, N.A. Fullerton CA 02/2012 02/2022
Fidelity Investments Pasadena CA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2022-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
  • 2012-02-14 → 2022-03-16
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fullerton, CA
    New York, NY
    Fullerton, CA
    Fullerton, CA
    Placentia, CA
    Fullerton, CA
    Fullerton, CA
    West Covina, CA
    Fullerton, CA
    Fullerton, CA
    Brea, CA
    Fullerton, CA
    Pennington, NJ
    San Diego, CA
    Pennington, NJ
    Pennington, NJ
  • 2009-07-06 → 2011-01-04
    Edward Jones
    St Louis, MO
    San Diego, CA
    Maryland Heights, MO
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-03
S63 Uniform Securities Agent State Law Examination 2008-06-13
  • S66 Uniform Combined State Law Examination
    2009-07-03
  • S63 Uniform Securities Agent State Law Examination
    2008-06-13
Other Names
  • Julio V Gonzalez

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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