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Brad Habbestad

Strategic Advisers LLC

San Diego, CA

San Diego, 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

San Diego, CA • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • 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
Citizens Bank Of Pennsylvania Burgettstown PA 12/2013 03/2018
Citizens Securities Inc Burgettstown PA 12/2014 03/2018
Unemployed San Diego CA 04/2018 06/2018
Jpmorgan Chase Bank, N.A. San Diego CA 06/2018 05/2020
J.P. Morgan Securities Llc San Diego CA 06/2018 05/2020
Ameriprise Financial Services, Llc San Diego CA 05/2022 02/2023
Fidelity Investments San Diego CA 05/2023 Present
Unemployed San Diego CA 02/2023 05/2023
Cherry Hill Residential San Diego CA 05/2020 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 03/2018
    Citizens Bank Of Pennsylvania
    Burgettstown, PA
  • 12/2014 → 03/2018
    Citizens Securities Inc
    Burgettstown, PA
  • 04/2018 → 06/2018
    Unemployed
    San Diego, CA
  • 06/2018 → 05/2020
    Jpmorgan Chase Bank, N.A.
    San Diego, CA
  • 06/2018 → 05/2020
    J.P. Morgan Securities Llc
    San Diego, CA
  • 05/2022 → 02/2023
    Ameriprise Financial Services, Llc
    San Diego, CA
  • 05/2023 → Present
    Fidelity Investments
    San Diego, CA
  • 02/2023 → 05/2023
    Unemployed
    San Diego, CA
  • 05/2020 → 05/2022
    Cherry Hill Residential
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2016-03-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2016-03-21
Other Names
  • Bradley David Habbestad
  • Brad Habbestad
  • Brad David Habbestad

View on SEC IAPD

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