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Ross Irmer

Strategic Advisers LLC

San Jose, CA

Dublin, 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

San Jose, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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
Fidelity Investments Mountain View CA 02/2018 Present
Effectus Group Llc San Jose CA 11/2017 02/2018
Palo Alto Networks Santa Clara CA 04/2016 08/2017
Alloy Learning, Inc. Milpitas CA 01/2014 02/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → Present
    Fidelity Investments
    Mountain View, CA
  • 11/2017 → 02/2018
    Effectus Group Llc
    San Jose, CA
  • 04/2016 → 08/2017
    Palo Alto Networks
    Santa Clara, CA
  • 01/2014 → 02/2018
    Alloy Learning, Inc.
    Milpitas, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-26
S63 Uniform Securities Agent State Law Examination 2019-02-01
  • S66 Uniform Combined State Law Examination
    2019-02-26
  • S63 Uniform Securities Agent State Law Examination
    2019-02-01
Designations
Other Names
  • Ross Irmer
  • Ross Alan Irmer

View on SEC IAPD

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