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Sophia H. Solouk

Strategic Advisers LLC

Burbank, CA

Beverly Hills, 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

2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States

Beverly Hills, 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 Burbank CA 06/2021 Present
Sunlife Organics Los Angeles CA 12/2017 10/2019
Equinox Los Angeles CA 05/2019 06/2020
New York Life Glendale CA 02/2021 02/2021
Beverly Vista Beverly Hills CA 11/2015 11/2017
Beverly Hills High Shool Beverly Hills AR 07/2020 01/2021
Unemployed Unemployed CA 03/2021 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Burbank, CA
  • 12/2017 → 10/2019
    Sunlife Organics
    Los Angeles, CA
  • 05/2019 → 06/2020
    Equinox
    Los Angeles, CA
  • 02/2021 → 02/2021
    New York Life
    Glendale, CA
  • 11/2015 → 11/2017
    Beverly Vista
    Beverly Hills, CA
  • 07/2020 → 01/2021
    Beverly Hills High Shool
    Beverly Hills, AR
  • 03/2021 → 05/2021
    Unemployed
    Unemployed, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burbank, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
S63 Uniform Securities Agent State Law Examination 2022-01-15
  • S66 Uniform Combined State Law Examination
    2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2022-01-15
Other Names
  • Sophia Hannah Solouk
  • Sophia Solouk

View on SEC IAPD

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ROBERT GEORGE CHIRANIAN
Roberto Antonio Garcia Leon
DANIEL BRYAN ALDRICH

Other Offices

CETERA INVESTMENT ADVISERS LLC · BURBANK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Burbank, CA
J.P. MORGAN SECURITIES LLC · BURBANK, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Burbank, CA
LPL FINANCIAL LLC · BURBANK, CA
LPL FINANCIAL LLC · BURBANK, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Burbank, CA
J.P. MORGAN SECURITIES LLC · NORTH HOLLYWOOD, CA

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