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Sandra M Kassis

Strategic Advisers LLC

Brea, CA

Long Beach, 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

815 E Birch St, Brea, CA 92821-5765 • United States

Long Beach, 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
Fidelity Brokerage Services Llc Framingham MA 03/2020 Present
Fidelity Investments Cambridge MA 10/2018 02/2020
Unemployed Boston MA 08/2017 10/2018
Syriatel Telecom Company Damascus 03/2017 07/2017
Media Company Damascus 11/2016 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Framingham, MA
  • 10/2018 → 02/2020
    Fidelity Investments
    Cambridge, MA
  • 08/2017 → 10/2018
    Unemployed
    Boston, MA
  • 03/2017 → 07/2017
    Syriatel Telecom Company
    Damascus
  • 11/2016 → 03/2017
    Media Company
    Damascus
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
    Brea, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
  • S66 Uniform Combined State Law Examination
    2021-02-05
Other Names
  • Sandra Mosallam
  • Sandra Kassis

View on SEC IAPD

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
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