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Kevin Santiago Mazariegos Tecun

Strategic Advisers LLC

Larkspur, CA

Novato, CA

San Rafael, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Novato, CA • United States

1000 4Th Street, San Rafael, CA 94901-3122 • 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 Larkspur CA 12/2018 Present
Loyola Marymount University Los Angeles CA 08/2013 05/2017
Pricewaterhousecoopers (Pwc) San Francisco CA 01/2018 12/2018
Marin Ymca San Rafael CA 11/2017 12/2018
Unemployed N/A CA 06/2017 10/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → Present
    Fidelity Brokerage Services Llc
    Larkspur, CA
  • 08/2013 → 05/2017
    Loyola Marymount University
    Los Angeles, CA
  • 01/2018 → 12/2018
    Pricewaterhousecoopers (Pwc)
    San Francisco, CA
  • 11/2017 → 12/2018
    Marin Ymca
    San Rafael, CA
  • 06/2017 → 10/2017
    Unemployed
    N/A, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
Other Businesses

OBA-119507|OrgNmn:777 Point Ventures LLC|Org Addr:Okemos,Michigan,US|OBA Nature:Real Estate Investing|Invst Rel:Y|Title:Owner|Duties:Investing in Real Estate|StrtDt:|TotHrs/mon:13|TrdHrs/mon:2|OBA-118945|OrgNmn:Northgate Properties Group LLC|Org Addr:Sheridan ,Wyoming,US|OBA Nature:Real Estate Investment Company|Invst Rel:Y|Title:Owner|Duties:Invest in Real Estate|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-19
S63 Uniform Securities Agent State Law Examination 2019-06-17
  • S66 Uniform Combined State Law Examination
    2020-02-19
  • S63 Uniform Securities Agent State Law Examination
    2019-06-17

View on SEC IAPD

Other Firms

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PMB ADVISORS
EB FINANCIAL GROUP, LLC
BEACON POINTE ADVISORS, LLC
SHIRA RIDGE WEALTH MANAGEMENT
WARM SPRINGS ADVISORS INC.
AMERICAN PACIFIC GROUP
ROSS CREEK CAPITAL MANAGEMENT, LLC

Other Investors

KELLY DOUGLAS KANE
MORGAN SELMI
PATRICK MICHAEL BERESH
THOMAS NOWROUZI
YEISON MAZARIEGOS BARRIOS
DANIEL LEE RASMUS
JEFFREY LIMETA
GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA
AMERICAN PACIFIC GROUP · LARKSPUR, CA

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