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Sirma M Tzoutzova

Strategic Advisers LLC

Sunnyvale, CA

Palo Alto, 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

Sunnyvale, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Svb Securities Menlo Park CA 07/2013 05/2017
Svb Wealth Advisory Menlo Park CA 07/2013 05/2017
Fidelity Brokerage Services Llc Palo Alto CA 05/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 05/2017
    Svb Securities
    Menlo Park, CA
  • 07/2013 → 05/2017
    Svb Wealth Advisory
    Menlo Park, CA
  • 05/2017 → Present
    Fidelity Brokerage Services Llc
    Palo Alto, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Sunnyvale, CA
    Palo Alto, CA
  • 2017-07-17 → 2018-07-13
    Strategic Advisers Llc
    Palo Alto, CA
  • 2013-08-22 → 2017-05-30
    Svb Investment Services Inc.
    Menlo Park, CA
  • 2003-09-08 → 2013-07-18
    Strategic Advisers Llc
    Palo Alto, CA
Other Businesses

OBA-11960|OrgNmn:2383 Oakridge Dr. LLC|Org Addr:Layton,Utah,US|OBA Nature:Personal Rental Real Estate he|Invst Rel:Y|Title:Member|Duties:non voting memebr|StrtDt:04-17-10|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-18
S63 Uniform Securities Agent State Law Examination 2000-07-19
  • S66 Uniform Combined State Law Examination
    2003-08-18
  • S63 Uniform Securities Agent State Law Examination
    2000-07-19
Designations
Other Names
  • Sirma Marinova Tzoutzova
  • Sirma Tzoutzova

View on SEC IAPD

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