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Trevor Depriest

Strategic Advisers LLC

San Jose, CA

Marina Del Rey, 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

4160 N First St, San Jose, CA 95134-1513 • United States

Marina Del Rey, 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
Charles Schwab & Co., Inc. Austin TX 07/2016 03/2017
Td Ameritrade Encino CA 03/2017 01/2021
J.P. Morgan Securities Llc Beverly Hills CA 08/2021 10/2022
Td Ameritrade Investment Management, Llc Encino CA 04/2017 12/2020
Jp Morgan Chase Bank, N.A. Beverly Hills CA 08/2021 10/2022
Unemployed Marina Del Rey CA 02/2021 07/2021
Fidelity Investments San Jose CA 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 03/2017
    Charles Schwab & Co., Inc.
    Austin, TX
  • 03/2017 → 01/2021
    Td Ameritrade
    Encino, CA
  • 08/2021 → 10/2022
    J.P. Morgan Securities Llc
    Beverly Hills, CA
  • 04/2017 → 12/2020
    Td Ameritrade Investment Management, Llc
    Encino, CA
  • 08/2021 → 10/2022
    Jp Morgan Chase Bank, N.A.
    Beverly Hills, CA
  • 02/2021 → 07/2021
    Unemployed
    Marina Del Rey, CA
  • 11/2022 → Present
    Fidelity Investments
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
  • 2021-09-07 → 2022-10-20
    J.P. Morgan Securities Llc
    Beverly Hills, CA
  • 2017-04-03 → 2021-01-11
    Td Ameritrade, Inc.
    Encino, CA
  • 2017-04-03 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Encino, CA
  • 2016-08-02 → 2017-03-16
    Charles Schwab & Co., Inc.
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-20
S63 Uniform Securities Agent State Law Examination 2016-01-19
  • S65 Uniform Investment Adviser Law Examination
    2016-06-20
  • S63 Uniform Securities Agent State Law Examination
    2016-01-19
Designations
Other Names
  • Trevor Depriest
  • Trevor Clayton Depriest
  • Trevor C Depriest

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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