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Valerie Reyes

Strategic Advisers LLC

San Diego, CA

Winchester, 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

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States

Winchester, 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
University Of California, Santa Barbara Santa Barbara CA 08/2016 06/2020
Banana Republic Santa Barbara CA 03/2019 01/2020
Banana Republic Santa Barbara CA 02/2017 03/2019
Unemployment El Segundo CA 06/2020 08/2020
Equitable Advisors Llc New York NY 08/2020 06/2021
Balanced Wealth Planning Inc Santa Barbara CA 01/2020 05/2020
Gwn Securities, Inc. Palm Beach Gardens FL 06/2021 09/2021
Fidelity Rancho Bernardo CA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2020
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 03/2019 → 01/2020
    Banana Republic
    Santa Barbara, CA
  • 02/2017 → 03/2019
    Banana Republic
    Santa Barbara, CA
  • 06/2020 → 08/2020
    Unemployment
    El Segundo, CA
  • 08/2020 → 06/2021
    Equitable Advisors Llc
    New York, NY
  • 01/2020 → 05/2020
    Balanced Wealth Planning Inc
    Santa Barbara, CA
  • 06/2021 → 09/2021
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 10/2021 → Present
    Fidelity
    Rancho Bernardo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2021-06-23 → 2021-09-14
    Gwn Securities Inc.
    Palm Beach Gardens, FL
    Pasadena, CA
    San Marcos, CA
    Palm Beach Gardens, FL
  • 2020-10-20 → 2021-06-24
    Equitable Advisors, Llc
    Los Angeles, CA
Other Businesses

OBA-124048|OrgNmn:Valerie's Cookie Co|Org Addr:Winchester,California,US|OBA Nature:I specialize in creating beaut|Invst Rel:N|Title:Baker|Duties:Baking and designing cookies. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-07
  • S66 Uniform Combined State Law Examination
    2020-10-07
Other Names
  • Valerie Reyes
  • Valerie Irene Reyes

View on SEC IAPD

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Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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