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Dylan Carey

Strategic Advisers LLC

Petaluma, 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 2025-05-08
TX RA APPROVED 2025-05-08
  • CA RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-08

Branch Locations

Petaluma, 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
Cuso Financial Services, L.P. San Diego CA 06/2020 09/2024
Redwood Credit Union Santa Rosa CA 06/2020 12/2024
Redwood Credit Union Santa Rosa CA 10/2016 06/2020
Lpl Financial Llc Petaluma CA 09/2024 12/2024
Fidelity Investments Petaluma CA 04/2025 Present
Unemployed Petaluma CA 12/2024 04/2025
  • 06/2020 → 09/2024
    Cuso Financial Services, L.P.
    San Diego, CA
  • 06/2020 → 12/2024
    Redwood Credit Union
    Santa Rosa, CA
  • 10/2016 → 06/2020
    Redwood Credit Union
    Santa Rosa, CA
  • 09/2024 → 12/2024
    Lpl Financial Llc
    Petaluma, CA
  • 04/2025 → Present
    Fidelity Investments
    Petaluma, CA
  • 12/2024 → 04/2025
    Unemployed
    Petaluma, CA
Previous Registrations
  • 2024-09-19 → 2024-12-20
    Lpl Financial Llc
    San Diego, CA
    Petaluma, CA
    Petaluma, CA
  • 2020-11-16 → 2024-09-18
    Cuso Financial Services, L.P.
    Santa Rosa, CA
    Yuma, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-13
  • S66 Uniform Combined State Law Examination
    2020-11-13
Other Names
  • Dylan Carey
  • Dylan Mitchell Carey

View on SEC IAPD

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