Best Investors Account Sign in

Antonio Luciano Arlia

Strategic Advisers LLC

Los Gatos, CA

San Jose, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-10
TX RA APPROVED 2025-04-10
  • CA RA
    APPROVED
    Since 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-10

Branch Locations

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States

San Jose, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 06/2020 11/2024
Unemployed San Jose CA 06/2018 08/2018
San Jose State University San Jose CA 08/2018 05/2020
Bank Of America, Merrill Lynch Palo Alto CA 06/2019 08/2019
West Valley College San Jose CA 08/2019 12/2019
West Valley College Saratoga CA 01/2015 06/2018
Bank Of America, N.A. Palo Alto CA 11/2020 11/2024
Fidelity Investments Los Gatos CA 12/2024 Present
  • 06/2020 → 11/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palo Alto, CA
  • 06/2018 → 08/2018
    Unemployed
    San Jose, CA
  • 08/2018 → 05/2020
    San Jose State University
    San Jose, CA
  • 06/2019 → 08/2019
    Bank Of America, Merrill Lynch
    Palo Alto, CA
  • 08/2019 → 12/2019
    West Valley College
    San Jose, CA
  • 01/2015 → 06/2018
    West Valley College
    Saratoga, CA
  • 11/2020 → 11/2024
    Bank Of America, N.A.
    Palo Alto, CA
  • 12/2024 → Present
    Fidelity Investments
    Los Gatos, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2020-09-11
Other Names
  • Antonio Arlia

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
REACT INVESTMENT SOLUTIONS, LLC
LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA
MAINSTREET FINANCIAL PLANNING, INC. · LOS GATOS, CA

More in Los Gatos, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor