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Theresa Ann Ramirez

Strategic Advisers LLC

Torrance, CA

Torrance, 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

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

Torrance, 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
Full-Time Education Fullerton CA 08/2016 06/2019
Fidelity Investments Santa Monica CA 06/2019 08/2019
Full-Time Education Fullerton CA 08/2019 05/2020
Fidelity Brokerage Services Llc Santa Monica CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2019
    Full-Time Education
    Fullerton, CA
  • 06/2019 → 08/2019
    Fidelity Investments
    Santa Monica, CA
  • 08/2019 → 05/2020
    Full-Time Education
    Fullerton, CA
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Santa Monica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-24
S63 Uniform Securities Agent State Law Examination 2020-12-23
  • S65 Uniform Investment Adviser Law Examination
    2021-11-24
  • S63 Uniform Securities Agent State Law Examination
    2020-12-23
Other Names
  • Theresa Ramirez

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
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EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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