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Victor M. Correa

Strategic Advisers LLC

Downey, 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

Downey, 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
Ameriprise Financial Services, Inc. Long Beach CA 08/2015 11/2017
Jp Morgan Securities, Llc Downey CA 12/2017 09/2022
Fidelity Investments Salt Lake City UT 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 11/2017
    Ameriprise Financial Services, Inc.
    Long Beach, CA
  • 12/2017 → 09/2022
    Jp Morgan Securities, Llc
    Downey, CA
  • 10/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Downey, CA
  • 2017-12-15 → 2022-09-29
    J.P. Morgan Securities Llc
    Downey, CA
    Downey, CA
    Hawthorne, CA
    Gardena, CA
    Los Angeles, CA
    Los Angeles, CA
    Inglewood, CA
  • 2015-11-24 → 2017-11-29
    Ameriprise Financial Services, Llc
    Long Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-20
  • S66 Uniform Combined State Law Examination
    2015-11-20
Other Names
  • Victor Manuel Correa
  • Victor M. Correa
  • Victor M Correa

View on SEC IAPD

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NESTYIELD ETFS
JOURNEY EQUITY WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC

Other Investors

CONSTANTIN DRAGOMIR BRANCOV
Andreas Ispas
JESSIE M VARGAS GUTIERREZ
Ana Maritza Fuentes
MALCOLM GLENN ROANE
CESAR MACEDO
ISAI JUAREZ
JOHN MENESES TAN

Other Offices

PLANMEMBER SECURITIES CORPORATION · DOWNEY, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DOWNEY, CA
OSAIC INSTITUTIONS, INC. · Downey, CA
LPL FINANCIAL LLC · DOWNEY, CA
NESTYIELD ETFS · DOWNEY, CA
JOURNEY EQUITY WEALTH MANAGEMENT LLC · DOWNEY, CA
LPL FINANCIAL LLC · DOWNEY, CA
CENTAURUS FINANCIAL, INC. · DOWNEY, CA

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