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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

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Brentwood, 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 Mill Valley CA 04/2020 06/2021
Unemployed N/A CA 04/2020 04/2020
Presidio Golf & Concordia Club San Francisco CA 05/2019 04/2020
Menlo College Atherton CA 08/2015 05/2019
Stanford Golf Course Stanford CA 10/2017 05/2019
New York Life Insurance Co. San Francisco CA 05/2018 08/2018
Diablo Creek Golf Course Concord CA 07/2016 10/2017
The First Tee Concord CA 01/2011 08/2017
Pga Tour Superstore East Palo Alto CA 03/2016 05/2017
Bank Of America, N.A. Mill Valley CA 07/2021 03/2022
Fidelity Investments Dublin CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 06/2021
    Mill Valley, CA
  • 04/2020 → 04/2020
    Unemployed
    N/A, CA
  • 05/2019 → 04/2020
    Presidio Golf & Concordia Club
    San Francisco, CA
  • 08/2015 → 05/2019
    Menlo College
    Atherton, CA
  • 10/2017 → 05/2019
    Stanford Golf Course
    Stanford, CA
  • 05/2018 → 08/2018
    New York Life Insurance Co.
    San Francisco, CA
  • 07/2016 → 10/2017
    Diablo Creek Golf Course
    Concord, CA
  • 01/2011 → 08/2017
    The First Tee
    Concord, CA
  • 03/2016 → 05/2017
    Pga Tour Superstore
    East Palo Alto, CA
  • 07/2021 → 03/2022
    Bank Of America, N.A.
    Mill Valley, CA
  • 04/2022 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-12
  • S66 Uniform Combined State Law Examination
    2020-08-12
Other Names
  • Eric Aquilizan Angeles
  • Eric Aquilizan Angeles
  • Eric Aquilizan Angeles

View on SEC IAPD

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