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Kevin Cvitanov

Strategic Advisers LLC

Thousand Oaks, CA

Thousand Oaks, 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

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Thousand Oaks, 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
The Vanguard Group, Inc. Malvern PA 06/2011 06/2020
Plaza 7 Talent Agency King Of Prussia PA 11/2018 06/2020
Fidelity Brokerage Services Llc Thousand Oaks CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 06/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2018 → 06/2020
    Plaza 7 Talent Agency
    King Of Prussia, PA
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
S63 Uniform Securities Agent State Law Examination 2011-07-07
  • S66 Uniform Combined State Law Examination
    2021-03-22
  • S63 Uniform Securities Agent State Law Examination
    2011-07-07
Other Names
  • Kevin C Cvitanov
  • Kevin Chandler Cvitanov
  • Kevin Cvitanov

View on SEC IAPD

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Other Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
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