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Ian Francis

Strategic Advisers LLC

Santa Monica, CA

Venice, 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

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States

Venice, 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
Miac Analytics New York City NY 06/2020 09/2020
Carleton College Northfield MN 08/2017 06/2021
Brookfield Academy Brookfield WI 09/2010 05/2017
Fidelity Investments Santa Monica CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 09/2020
    Miac Analytics
    New York City, NY
  • 08/2017 → 06/2021
    Carleton College
    Northfield, MN
  • 09/2010 → 05/2017
    Brookfield Academy
    Brookfield, WI
  • 06/2021 → Present
    Fidelity Investments
    Santa Monica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-03
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-03
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Ian Michael Francis

View on SEC IAPD

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