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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

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Encino, 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 Sherman Oaks CA 07/2012 07/2023
Fidelity Investments Woodland Hills CA 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2019-05-21 → 2023-07-31
    New York, NY
    Encino, CA
    Tarzana, CA
    Sherman Oaks, CA
    Burbank, CA
    Burbank, CA
    Sherman Oaks, CA
    Sherman Oaks, CA
    Sherman Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-20
  • S66 Uniform Combined State Law Examination
    2019-05-20

View on SEC IAPD

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