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Lay S. Hagan

Strategic Advisers LLC

Elk Grove, 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 2026-01-07
TX RA APPROVED 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07

Branch Locations

Elk Grove, 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/Bank Of America Sacramento CA 06/2022 10/2025
California Bank And Trust Sacramento CA 07/2021 06/2022
Fidelity Investments Sacramento CA 10/2025 Present
Bank Of America N.A. Brentwood CA 03/2006 10/2018
Merrill Lynch/Bank Of America Brentwood CA 10/2018 07/2021
  • 06/2022 → 10/2025
    Merrill Lynch/Bank Of America
    Sacramento, CA
  • 07/2021 → 06/2022
    California Bank And Trust
    Sacramento, CA
  • 10/2025 → Present
    Fidelity Investments
    Sacramento, CA
  • 03/2006 → 10/2018
    Bank Of America N.A.
    Brentwood, CA
  • 10/2018 → 07/2021
    Merrill Lynch/Bank Of America
    Brentwood, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-17
  • S66 Uniform Combined State Law Examination
    2019-01-17
Other Names
  • Ma Lay Sandar Win
  • Lay Hagan
  • Lay Sandarwin Hagan
  • Lay S Hagan

View on SEC IAPD

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