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Leonora Lorella Hoffmann

Strategic Advisers LLC

Pleasanton, CA

Walnut Creek, 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

Pleasanton, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • 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
Pottery Barn San Ramon CA 09/2014 12/2018
Fidelity Brokerage Services Llc Walnut Creek CA 12/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 12/2018
    Pottery Barn
    San Ramon, CA
  • 12/2018 → Present
    Fidelity Brokerage Services Llc
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-02
S63 Uniform Securities Agent State Law Examination 2020-02-25
  • S65 Uniform Investment Adviser Law Examination
    2020-10-02
  • S63 Uniform Securities Agent State Law Examination
    2020-02-25

View on SEC IAPD

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