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Gianni Alexis Santana

Strategic Advisers LLC

Torrance, CA

Lawndale, 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

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

Lawndale, 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 Investments Salt Lake City UT 07/2021 Present
Whole Foods Market Cottonwood Heights UT 05/2021 07/2021
Whole Foods Market Boca Raton FL 09/2017 05/2021
Target Port Charlotte FL 06/2017 08/2017
Full-Time Education Venice FL 09/2010 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2021 → 07/2021
    Whole Foods Market
    Cottonwood Heights, UT
  • 09/2017 → 05/2021
    Whole Foods Market
    Boca Raton, FL
  • 06/2017 → 08/2017
    Target
    Port Charlotte, FL
  • 09/2010 → 06/2017
    Full-Time Education
    Venice, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
    El Segundo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-14
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2023-07-14
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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