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Bradley W. Petty

Strategic Advisers LLC

Ladera Ranch, CA

Mission Viejo, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Ladera Ranch, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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
Td Ameritrade Mission Viejo CA 07/2014 10/2018
Fidelity Brokerage Services Llc Pasadena CA 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 10/2018
    Td Ameritrade
    Mission Viejo, CA
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Pasadena, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
  • 2014-07-28 → 2018-10-24
    Td Ameritrade, Inc.
    Mission Viejo, CA
  • 2014-07-28 → 2018-10-24
    Td Ameritrade Investment Management, Llc
    Mission Viejo, CA
Other Businesses

OBA-123776|OrgNmn:Lalas Redbud Lane LLC|Org Addr:Broken Bow,Oklahoma,US|OBA Nature:Short Term Rental|Invst Rel:Y|Title:Partner|Duties:Managing bookings, managing property|StrtDt:09-09-25|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-25
S63 Uniform Securities Agent State Law Examination 2012-11-16
  • S66 Uniform Combined State Law Examination
    2014-07-25
  • S63 Uniform Securities Agent State Law Examination
    2012-11-16
Other Names
  • Bradley Wayne Petty

View on SEC IAPD

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