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Sophia Shirvanian

Strategic Advisers LLC

Los Angeles, CA

Woodland Hills, 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

Los Angeles, CA • United States

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • 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
Fidelity Investments Woodland Hills CA 08/2019 Present
Globanet Consulting Services Encino CA 06/2017 06/2019
Shrivan Group Inc Pasadena CA 01/2014 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 06/2017 → 06/2019
    Globanet Consulting Services
    Encino, CA
  • 01/2014 → 12/2017
    Shrivan Group Inc
    Pasadena, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-30
S63 Uniform Securities Agent State Law Examination 2019-12-20
  • S65 Uniform Investment Adviser Law Examination
    2020-05-30
  • S63 Uniform Securities Agent State Law Examination
    2019-12-20

View on SEC IAPD

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