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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-18
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-05-18
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Redondo Beach, CA • United States

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • 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
Wells Fargo San Francisco CA 09/2019 04/2021
University Of California San Francisco Medical Center San Francisco CA 01/2019 06/2019
Starbucks Coffee San Francisco CA 09/2013 06/2019
Unemployed San Francisco CA 07/2019 08/2019
Unemployed Panorama City CA 05/2021 08/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2021 01/2022
Northwestern Mutual Investment Services Llc Los Angeles CA 09/2021 01/2022
Fidelity Investments Seal Beach CA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 04/2021
    Wells Fargo
    San Francisco, CA
  • 01/2019 → 06/2019
    University Of California San Francisco Medical Center
    San Francisco, CA
  • 09/2013 → 06/2019
    Starbucks Coffee
    San Francisco, CA
  • 07/2019 → 08/2019
    Unemployed
    San Francisco, CA
  • 05/2021 → 08/2021
    Unemployed
    Panorama City, CA
  • 08/2021 → 01/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2021 → 01/2022
    Northwestern Mutual Investment Services Llc
    Los Angeles, CA
  • 01/2022 → Present
    Fidelity Investments
    Seal Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seal Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-13
S63 Uniform Securities Agent State Law Examination 2022-05-20
  • S65 Uniform Investment Adviser Law Examination
    2023-06-13
  • S63 Uniform Securities Agent State Law Examination
    2022-05-20
Designations
Other Names
  • Alan Quezada
  • Alan Santillan
  • Alan Quezada
  • Alan Quezada Santillan
  • Alan Manuel Quezada Santillan
  • Alan Manuel Quezadasantillan

View on SEC IAPD

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