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Anny Tran

Strategic Advisers LLC

Seaside, CA

Monterey, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-17
CA RA APPROVED 2026-01-20
  • TX RA
    APPROVED_RES
    Since 2026-08-17
  • CA RA
    APPROVED
    Since 2026-01-20

Branch Locations

Seaside, CA • United States

553 Munras Ave, Monterey, CA 93940-3004 • 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
Wells Fargo Advisors Llc Del Rey Oaks CA 10/2015 11/2016
Wells Fargo Bank, Na Del Rey Oaks CA 11/2008 12/2025
Wells Fargo Clearing Services, Llc Del Rey Oaks CA 11/2016 12/2025
Fidelity Investments Monterey CA 12/2025 Present
  • 10/2015 → 11/2016
    Wells Fargo Advisors Llc
    Del Rey Oaks, CA
  • 11/2008 → 12/2025
    Wells Fargo Bank, Na
    Del Rey Oaks, CA
  • 11/2016 → 12/2025
    Wells Fargo Clearing Services, Llc
    Del Rey Oaks, CA
  • 12/2025 → Present
    Fidelity Investments
    Monterey, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-07
S63 Uniform Securities Agent State Law Examination 2015-12-03
  • S66 Uniform Combined State Law Examination
    2023-09-07
  • S63 Uniform Securities Agent State Law Examination
    2015-12-03
Other Names
  • Anny Tran
  • Anny Thi Tran

View on SEC IAPD

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