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Tyler Payne

Strategic Advisers LLC

Costa Mesa, CA

Irvine, 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

Costa Mesa, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
E*Trade Securities Llc Costa Mesa CA 05/2015 11/2016
E*Trade Capital Management Llc Costa Mesa CA 09/2015 11/2016
E*Trade Securities Llc Costa Mesa CA 11/2016 11/2017
E*Trade Capital Management Llc Costa Mesa CA 11/2016 11/2017
Fidelity Brokerage Services Llc Irvine CA 11/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 11/2016
    E*Trade Securities Llc
    Costa Mesa, CA
  • 09/2015 → 11/2016
    E*Trade Capital Management Llc
    Costa Mesa, CA
  • 11/2016 → 11/2017
    E*Trade Securities Llc
    Costa Mesa, CA
  • 11/2016 → 11/2017
    E*Trade Capital Management Llc
    Costa Mesa, CA
  • 11/2017 → Present
    Fidelity Brokerage Services Llc
    Irvine, CA
  • 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
    Irvine, CA
    Costa Mesa, CA
  • 2018-01-10 → 2018-07-13
    Strategic Advisers Llc
    Irvine, CA
  • 2015-10-27 → 2017-11-22
    Harrisdirect Llc
    Costa Mesa, CA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-27
  • S66 Uniform Combined State Law Examination
    2015-10-27
Designations
Other Names
  • Tyler John Payne

View on SEC IAPD

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