Best Investors Account Sign in

Michael Anthony Valenzuela

Strategic Advisers LLC

San Jose, CA

San Jose, CA

Claim This Profile
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

San Jose, CA • United States

4160 N First St, San Jose, CA 95134-1513 • 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 06/2021 Present
Unemployed Los Banos CA 04/2020 05/2021
Bevmo Clovis CA 10/2019 04/2020
Fig Garden Swim & Racquet Club Fresno CA 01/2020 04/2020
Westamerica Bank Los Banos CA 12/2017 08/2019
Black Bear Diner Los Banos CA 05/2017 01/2018
Full-Time Education Merced CA 08/2016 05/2019
Full-Time Education Fresno CA 08/2019 05/2021
California State University Fresno Fresno CA 08/2019 05/2021
Merced College Merced CA 08/2016 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2020 → 05/2021
    Unemployed
    Los Banos, CA
  • 10/2019 → 04/2020
    Bevmo
    Clovis, CA
  • 01/2020 → 04/2020
    Fig Garden Swim & Racquet Club
    Fresno, CA
  • 12/2017 → 08/2019
    Westamerica Bank
    Los Banos, CA
  • 05/2017 → 01/2018
    Black Bear Diner
    Los Banos, CA
  • 08/2016 → 05/2019
    Full-Time Education
    Merced, CA
  • 08/2019 → 05/2021
    Full-Time Education
    Fresno, CA
  • 08/2019 → 05/2021
    California State University Fresno
    Fresno, CA
  • 08/2016 → 05/2019
    Merced College
    Merced, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-18
  • S66 Uniform Combined State Law Examination
    2021-11-18
Other Names
  • Michael A Valenzuela
  • Michael Valenzuela

View on SEC IAPD

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor