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Emmanuel Abrokwah

Strategic Advisers LLC

San Jose, CA

Los Gatos, 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
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Jose, CA • United States

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • 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
Fidelity Investments Los Gatos CA 10/2024 Present
Wells Fargo Bank, Na Los Altos CA 05/2021 10/2024
Wells Fargo Clearing Services, Llc Englewood CA 04/2016 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2024 → Present
    Fidelity Investments
    Los Gatos, CA
  • 05/2021 → 10/2024
    Wells Fargo Bank, Na
    Los Altos, CA
  • 04/2016 → 05/2021
    Wells Fargo Clearing Services, Llc
    Englewood, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Gatos, CA
    San Jose, CA
  • 2021-11-29 → 2024-10-09
    Wells Fargo Clearing Services, Llc
    Englewood, CO
    Greenwood Village, CO
    Los Altos, CA
    Palo Alto, CA
Other Businesses

OBA-114064|OrgNmn:Lyft/uber delivery|Org Addr:SAN JOSE ,California,US|OBA Nature:6HOURS A MONTH ON WEEKENDS|Invst Rel:N|Title:DRIVER|Duties:6HRS A MONTH DRIVING|StrtDt:12-01-24|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-27
S63 Uniform Securities Agent State Law Examination 2016-10-18
  • S66 Uniform Combined State Law Examination
    2021-11-27
  • S63 Uniform Securities Agent State Law Examination
    2016-10-18

View on SEC IAPD

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