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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Pleasant Hill, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Unemployed Crockett CA 05/2018 08/2018
University Of Hawaii Honolulu HI 07/2014 05/2018
Cedar Circle, Llc. Orinda CA 07/2017 05/2018
Turnoverbnb Honolulu HI 01/2018 05/2018
Rockstar Energy Honolulu HI 08/2017 05/2018
Axa-Advisors, Llc New York NY 08/2018 06/2020
Equitable Advisors, Llc New York NY 08/2018 08/2022
Fidelity Investments Westlake TX 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 08/2018
    Unemployed
    Crockett, CA
  • 07/2014 → 05/2018
    University Of Hawaii
    Honolulu, HI
  • 07/2017 → 05/2018
    Cedar Circle, Llc.
    Orinda, CA
  • 01/2018 → 05/2018
    Turnoverbnb
    Honolulu, HI
  • 08/2017 → 05/2018
    Rockstar Energy
    Honolulu, HI
  • 08/2018 → 06/2020
    Axa-Advisors, Llc
    New York, NY
  • 08/2018 → 08/2022
    New York, NY
  • 09/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Crockett, CA
  • 2018-10-22 → 2022-09-02
    San Francisco, CA
    Crockett, CA
    San Francisco, CA
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-15
  • S66 Uniform Combined State Law Examination
    2018-10-15
Other Names
  • Delsin Varian-Gonzalez
  • Delsin Michael Varian-Gonzalez

View on SEC IAPD

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