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Russell Green

Strategic Advisers LLC

Roseville, CA

Sacramento, 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

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Sacramento, 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
Wells Fargo Clearing Services, Llc San Jose CA 09/2018 06/2022
Avid San Diego CA 04/2018 09/2018
The Beyster Institue La Jolla CA 10/2016 09/2018
Emas Pro La Jolla CA 06/2017 09/2017
University California San Diego La Jolla CA 09/2016 06/2018
Unemployed Cupertino CA 06/2016 09/2016
Fidelity Investments Roseville CA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 06/2022
    Wells Fargo Clearing Services, Llc
    San Jose, CA
  • 04/2018 → 09/2018
    Avid
    San Diego, CA
  • 10/2016 → 09/2018
    The Beyster Institue
    La Jolla, CA
  • 06/2017 → 09/2017
    Emas Pro
    La Jolla, CA
  • 09/2016 → 06/2018
    University California San Diego
    La Jolla, CA
  • 06/2016 → 09/2016
    Unemployed
    Cupertino, CA
  • 06/2022 → Present
    Fidelity Investments
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-07
  • S66 Uniform Combined State Law Examination
    2018-12-07
Other Names
  • Russell Green
  • Russell K Green

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
NORTHROCK PARTNERS, LLC

Other Investors

KHOLT T. MULDERRIG
Christopher Bruce Stephenson
Kristofer Louis Jones
DANIEL HAVEN FULLER
Zachary Ward Scholfield
JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
BRADLEY SCOTT SULLIVAN

Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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