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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-15
  • CA RA
    APPROVED
    Since 2025-04-15

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Los Altos, 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
Fisher Investments Woodside CA 09/2001 12/2024
Fidelity Investments Sunnyvale CA 12/2024 Present
  • 09/2001 → 12/2024
    Woodside, CA
  • 12/2024 → Present
    Fidelity Investments
    Sunnyvale, CA
Previous Registrations
  • 2005-04-18 → 2024-12-04
    San Mateo, CA
    Plano, TX
    Woodside, CA
    Los Altos, CA
Other Businesses

OBA-120980|OrgNmn:US Soccer Federation|Org Addr:Fayettevil,Georgia,US|OBA Nature:Soccer Referee|Invst Rel:N|Title:Soccer referee|Duties:Youth soccer referee|StrtDt:06-05-24|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-17
S65 Uniform Investment Adviser Law Examination 2005-04-14
  • S63 Uniform Securities Agent State Law Examination
    2025-03-17
  • S65 Uniform Investment Adviser Law Examination
    2005-04-14

View on SEC IAPD

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