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Lance Friesz

Strategic Advisers LLC

Burlingame, CA

Burlingame, 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

Burlingame, CA • United States

1411 Chapin Avenue, Burlingame, CA 94010-4002 • 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
Fidelity Investments Mission Viejo CA 04/2012 02/2017
Fidelity Brokerage Services Llc Burlingame CA 10/2017 Present
Unemployed Dubai 02/2017 09/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → 02/2017
    Fidelity Investments
    Mission Viejo, CA
  • 10/2017 → Present
    Fidelity Brokerage Services Llc
    Burlingame, CA
  • 02/2017 → 09/2017
    Unemployed
    Dubai
  • 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
    Burlingame, CA
    San Mateo, CA
  • 2017-10-10 → 2018-07-13
    Strategic Advisers Llc
    Burlingame, CA
  • 2013-09-25 → 2017-02-07
    Strategic Advisers Llc
    Mission Viejo, CA
Other Businesses

OBA-125364|OrgNmn:Long term rental|Org Addr:San Mateo,California,US|OBA Nature:Long term rental|Invst Rel:Y|Title:Owner|Duties:Maintain the property|StrtDt:04-04-25|TotHrs/mon:2|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-10
  • S66 Uniform Combined State Law Examination
    2012-09-10
Other Names
  • Lance Chavis Friesz
  • Lance Friesz

View on SEC IAPD

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