Best Investors Account Sign in

Kristina Marie Pearce

Strategic Advisers LLC

Walnut Creek, CA

Pleasant Hill, 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

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Pleasant Hill, 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
Nu Concepts Management Group Inc. San Francisco CA 08/2012 12/2018
T-Lish Llc San Francisco CA 11/2014 08/2018
Bi-Rite Family Of Businesses San Francisco CA 05/2018 05/2021
Bi-Rite Family Of Businesses San Francisco CA 05/2018 05/2021
Fidelity Investments Walnut Creek CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 12/2018
    Nu Concepts Management Group Inc.
    San Francisco, CA
  • 11/2014 → 08/2018
    T-Lish Llc
    San Francisco, CA
  • 05/2018 → 05/2021
    Bi-Rite Family Of Businesses
    San Francisco, CA
  • 05/2018 → 05/2021
    Bi-Rite Family Of Businesses
    San Francisco, CA
  • 06/2021 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-18
S63 Uniform Securities Agent State Law Examination 2021-11-30
  • S66 Uniform Combined State Law Examination
    2022-07-18
  • S63 Uniform Securities Agent State Law Examination
    2021-11-30
Other Names
  • Tina Marie Ruiz
  • Kristina Marie Ruiz

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor