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Talal Abdo

Strategic Advisers LLC

Anaheim Hills, CA

Brea, CA

CRD 4906915

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

Anaheim Hills, CA • United States

815 E Birch St, Brea, CA 92821-5765 • 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
Charles Schwab Bank, Ssb Mission Viejo CA 05/2010 05/2025
Charles Schwab & Co., Inc Mission Viejo CA 05/2010 05/2025
Fidelity Investments Brea CA 06/2025 Present
  • 05/2010 → 05/2025
    Charles Schwab Bank, Ssb
    Mission Viejo, CA
  • 05/2010 → 05/2025
    Charles Schwab & Co., Inc
    Mission Viejo, CA
  • 06/2025 → Present
    Fidelity Investments
    Brea, CA
Previous Registrations
Other Businesses

OBA-119774|OrgNmn:Beach City Motorcycle Rentals LLC|Org Addr:Anaheim,California,US|OBA Nature:Motorcycle Rentals|Invst Rel:N|Title:Sole Proprietor|Duties:My renters will pick up and return motorcycles they rent to my home|StrtDt:03-01-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-28
S63 Uniform Securities Agent State Law Examination 2005-02-15
  • S66 Uniform Combined State Law Examination
    2010-06-28
  • S63 Uniform Securities Agent State Law Examination
    2005-02-15

View on SEC IAPD

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