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Francis Edoria

Strategic Advisers LLC

Seattle, WA

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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 2025-11-23
WA RA APPROVED 2025-11-21
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • WA RA
    APPROVED
    Since 2025-11-21

Branch Locations

Seattle, WA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Panda Restaurant Group Renton WA 03/2022 05/2022
Charles Schwab & Co.,Inc. Seattle WA 02/2016 01/2019
Charles Schwab Bank Seattle WA 02/2016 01/2019
Morgan Stanley Seattle WA 02/2019 03/2022
Fidelity Investments Seattle WA 04/2024 Present
Oppenheimer And Co, Inc. Bellevue WA 07/2022 03/2024
Larson Automotive Group Tacoma WA 05/2022 07/2022
  • 03/2022 → 05/2022
    Panda Restaurant Group
    Renton, WA
  • 02/2016 → 01/2019
    Charles Schwab & Co.,Inc.
    Seattle, WA
  • 02/2016 → 01/2019
    Charles Schwab Bank
    Seattle, WA
  • 02/2019 → 03/2022
    Morgan Stanley
    Seattle, WA
  • 04/2024 → Present
    Fidelity Investments
    Seattle, WA
  • 07/2022 → 03/2024
    Oppenheimer And Co, Inc.
    Bellevue, WA
  • 05/2022 → 07/2022
    Larson Automotive Group
    Tacoma, WA
Previous Registrations
Other Businesses

OBA-109173|OrgNmn:Twitch|Org Addr:Seattle,Washington,US|OBA Nature:Streaming |Invst Rel:N|Title:Independent Contractor|Duties:stream online|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-108897|OrgNmn:UberEats|Org Addr:Seattle,Washington,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contactor|Duties:Delivery Food|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-19
S63 Uniform Securities Agent State Law Examination 2016-07-29
  • S66 Uniform Combined State Law Examination
    2016-11-19
  • S63 Uniform Securities Agent State Law Examination
    2016-07-29

View on SEC IAPD

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