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Arya Moshrefi

Strategic Advisers LLC

Aliso Viejo, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Aliso Viejo, 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
Terrific Tint Laguna Hills CA 06/2010 08/2022
New York Life Insurance Co. Irvine CA 03/2016 08/2020
Nylife Securities, Llc Irvine CA 12/2016 08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 08/2020 08/2022
Bank Of America, N.A. Newport Beach CA 10/2020 08/2022
Fidelity Investments Aliso Viejo CA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2010 → 08/2022
    Terrific Tint
    Laguna Hills, CA
  • 03/2016 → 08/2020
    New York Life Insurance Co.
    Irvine, CA
  • 12/2016 → 08/2020
    Nylife Securities, Llc
    Irvine, CA
  • 08/2020 → 08/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newport Beach, CA
  • 10/2020 → 08/2022
    Bank Of America, N.A.
    Newport Beach, CA
  • 08/2022 → Present
    Fidelity Investments
    Aliso Viejo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-91107|OrgNmn:Terrific Tint|Org Addr:Laguna Hil,California,US|OBA Nature:Automotive Window Tinting|Invst Rel:N|Title:Employee|Duties:helping around the shop. Non-Financial/ non-Investment Related|StrtDt:06-23-10|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-30
S63 Uniform Securities Agent State Law Examination 2018-01-30
  • S66 Uniform Combined State Law Examination
    2020-10-30
  • S63 Uniform Securities Agent State Law Examination
    2018-01-30

View on SEC IAPD

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