Sandra Ruiz

Strategic Advisers LLC

Rancho Cucamonga, CA

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Ontario, CA • United States

7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • 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

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Chino Hills	CA	03/2020	02/2021
Wells Fargo Bank, Na	Chino Hills	CA	11/2011	02/2021
Fidelity Investments	Rancho Cucamonga	CA	03/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2020 → 02/2021

Wells Fargo Clearing Services, Llc

Chino Hills, CA
11/2011 → 02/2021

Wells Fargo Bank, Na

Chino Hills, CA
03/2021 → Present

Fidelity Investments

Rancho Cucamonga, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Rancho Cucamonga, CA

Other Businesses

OBA-100180|OrgNmn:BELLA VITA BOARDS|Org Addr:ONTARIO ,California,US|OBA Nature:CATERING |Invst Rel:N|Title:OWNER|Duties:CATERING - SOME WEEKENDS OUT OF THE YEAR. |StrtDt:07-01-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-06
S63	Uniform Securities Agent State Law Examination	2021-11-23

S65 Uniform Investment Adviser Law Examination

2024-03-06
S63 Uniform Securities Agent State Law Examination

2021-11-23

View on SEC IAPD

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