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Noah Rodriguez

Strategic Advisers LLC

Berkeley, CA

Lafayette, CA

San Francisco, 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

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

Lafayette, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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 Brokerage Services Llc Berkeley CA 05/2018 Present
Be Home Inc. Lafayette CA 04/2015 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Berkeley, CA
  • 04/2015 → 05/2018
    Be Home Inc.
    Lafayette, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lafayette, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-01
S63 Uniform Securities Agent State Law Examination 2019-01-29
  • S65 Uniform Investment Adviser Law Examination
    2020-08-01
  • S63 Uniform Securities Agent State Law Examination
    2019-01-29
Other Names
  • Noah Emiliano Rodriguez

View on SEC IAPD

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AMY STOEPLER THACHER
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ASHLEY COONS
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Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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