Noemi Roberts

Strategic Advisers LLC

Santa Barbara, CA

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Ventura, CA • United States

3793 State Street, Santa Barbara, CA 93105-3116 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Westlake	TX	08/2015	01/2018
Charles Schwab & Co., Inc.	Santa Barbara	CA	12/2019	11/2021
Charles Schwab Bank	Santa Barbara	CA	12/2019	11/2021
Extended Travel, Unemployed	Allen	TX	01/2018	12/2019
Fidelity Brokerage Services Llc	Ventura	CA	12/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → 01/2018

Fidelity Brokerage Services Llc

Westlake, TX
12/2019 → 11/2021

Charles Schwab & Co., Inc.

Santa Barbara, CA
12/2019 → 11/2021

Charles Schwab Bank

Santa Barbara, CA
01/2018 → 12/2019

Extended Travel, Unemployed

Allen, TX
12/2021 → Present

Fidelity Brokerage Services Llc

Ventura, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-11-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Ventura, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-22
S63	Uniform Securities Agent State Law Examination	2015-11-25

S66 Uniform Combined State Law Examination

2024-08-22
S63 Uniform Securities Agent State Law Examination

2015-11-25

Other Names

Noemi Sanam Chowdhury
Noemi Sanam Chowdhury
Noemi Chowdhury
Noemi Sanam Roberts

View on SEC IAPD

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