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Carlos Alberto Bernabe

Strategic Advisers LLC

Orange, 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

Orange, 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
Orange County's Credit Union Santa Ana CA 06/2018 10/2023
Australian Swim School Santa Ana CA 08/2019 09/2019
Blueray Fountain Valley CA 06/2019 08/2019
State Farm Anaheim Hills CA 05/2017 06/2018
Wells Fargo Orange CA 06/2016 05/2017
City Of Santa Ana Santa Ana CA 08/2011 09/2016
Lpl Financial Llc Santa Ana CA 07/2019 10/2023
Fidelity Investments Torrance CA 11/2023 Present
Carepartners Garden Grove CA 11/2023 11/2023
Ihss Garden Grove CA 01/2023 11/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 10/2023
    Orange County's Credit Union
    Santa Ana, CA
  • 08/2019 → 09/2019
    Australian Swim School
    Santa Ana, CA
  • 06/2019 → 08/2019
    Blueray
    Fountain Valley, CA
  • 05/2017 → 06/2018
    State Farm
    Anaheim Hills, CA
  • 06/2016 → 05/2017
    Wells Fargo
    Orange, CA
  • 08/2011 → 09/2016
    City Of Santa Ana
    Santa Ana, CA
  • 07/2019 → 10/2023
    Lpl Financial Llc
    Santa Ana, CA
  • 11/2023 → Present
    Fidelity Investments
    Torrance, CA
  • 11/2023 → 11/2023
    Carepartners
    Garden Grove, CA
  • 01/2023 → 11/2023
    Ihss
    Garden Grove, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
  • 2023-06-13 → 2023-10-17
    Lpl Financial Llc
    Santa Ana, CA
Other Businesses

OBA-104053|OrgNmn:In Home Support Services|Org Addr:Orange,California,US|OBA Nature:Caregiver|Invst Rel:N|Title:Independent Contractor|Duties:Taking care of mother. |StrtDt:|TotHrs/mon:33|TrdHrs/mon:0|OBA-104055|OrgNmn:Care partners|Org Addr:Orange,California,US|OBA Nature:Caregiving|Invst Rel:N|Title:Caregiver|Duties:Caregiver to younger brother|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-10
  • S66 Uniform Combined State Law Examination
    2023-06-10
Other Names
  • Carlos Bernabe

View on SEC IAPD

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