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Ava Hagen

Strategic Advisers LLC

Santa Barbara, CA

Santa Barbara, 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

3793 State Street, Santa Barbara, CA 93105-3116 • United States

Santa Barbara, 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
University Of Oregon Eugene OR 09/2017 06/2021
University Of Oregon Eugene OR 09/2017 06/2021
Vineyard Vines Tiburon CA 06/2018 09/2018
Belvedere Tennis Club Tiburon CA 06/2017 09/2017
Tiburon Tavern Tiburon CA 06/2016 06/2017
Fidelity Investments Greenwood Village CO 08/2021 Present
First Congregational Church Eugene OR 09/2017 07/2018
University Of Oregon / Kappa Delta Sorority Eugene OR 09/2019 10/2019
University Of Oregon / Women In Business Club Eugene OR 04/2020 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 06/2021
    University Of Oregon
    Eugene, OR
  • 09/2017 → 06/2021
    University Of Oregon
    Eugene, OR
  • 06/2018 → 09/2018
    Vineyard Vines
    Tiburon, CA
  • 06/2017 → 09/2017
    Belvedere Tennis Club
    Tiburon, CA
  • 06/2016 → 06/2017
    Tiburon Tavern
    Tiburon, CA
  • 08/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2017 → 07/2018
    First Congregational Church
    Eugene, OR
  • 09/2019 → 10/2019
    University Of Oregon / Kappa Delta Sorority
    Eugene, OR
  • 04/2020 → 06/2020
    University Of Oregon / Women In Business Club
    Eugene, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Ava Lauren Hagen
  • Ava Hagen

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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