Roland P Cruz

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-08-04
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NV RA
APPROVED

Since 2026-08-04
CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

Ontario, 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

Organization	City	State	From	To
City National Bank	Los Angeles	CA	03/2017	09/2019
Self-Employed	Walnut	CA	01/2020	03/2020
Self-Employed	Walnut	CA	09/2020	08/2021
Fidelity Investments	Brea	CA	08/2021	Present
Unemplooyed	Walnut	CA	03/2020	09/2020
Unemployed	Walnut	CA	09/2015	03/2017
Travel	London		09/2019	10/2019
Fidelity Investments	Boston	MA	03/2025	Present

03/2017 → 09/2019

City National Bank

Los Angeles, CA
01/2020 → 03/2020

Self-Employed

Walnut, CA
09/2020 → 08/2021

Self-Employed

Walnut, CA
08/2021 → Present

Fidelity Investments

Brea, CA
03/2020 → 09/2020

Unemplooyed

Walnut, CA
09/2015 → 03/2017

Unemployed

Walnut, CA
09/2019 → 10/2019

Travel

London
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-02-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Brea, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-22
S63	Uniform Securities Agent State Law Examination	2020-05-28

S65 Uniform Investment Adviser Law Examination

2020-08-22
S63 Uniform Securities Agent State Law Examination

2020-05-28

Other Names

Roland Philip Cruz

View on SEC IAPD

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