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Francisco Catalan

Strategic Advisers LLC

Victorville, 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 2025-11-12
TX RA APPROVED 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-12

Branch Locations

Victorville, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated College Station TX 06/2018 08/2025
Bank Of America Los Angeles CA 12/2012 05/2018
Fidelity Investments Victorville CA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-08
  • S66 Uniform Combined State Law Examination
    2018-09-08
Designations
Other Names
  • Francisco Catalan
  • Francisco Antonio Catalan

View on SEC IAPD

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