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Leticia Narcise Vasquez

Strategic Advisers LLC

Tempe, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-16
AZ RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-16
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Tempe, AZ • 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
The Vanguard Group, Inc. Scottsdale AZ 05/2011 01/2022
Truly Boss, Llc Tempe AZ 07/2020 02/2022
Fidelity Investments Covington KY 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → 01/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2020 → 02/2022
    Truly Boss, Llc
    Tempe, AZ
  • 02/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tempe, AZ
    Salt Lake City, UT
  • 2019-11-01 → 2021-05-25
    Scottsdale, AZ
Other Businesses

OBA-66794|OrgNmn:Truly Boss LLC|Org Addr:Tempe,Arizona,US|OBA Nature:Creation of mobile apps|Invst Rel:N|Title:Partner|Duties:Accounting, Joint Business partner|StrtDt:07-08-20|TotHrs/mon:5|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-17
S63 Uniform Securities Agent State Law Examination 2011-05-31
  • S66 Uniform Combined State Law Examination
    2019-10-17
  • S63 Uniform Securities Agent State Law Examination
    2011-05-31

View on SEC IAPD

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