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Marcelo Arbage

Strategic Advisers LLC

Irvine, CA

Laguna Beach, 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

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Laguna Beach, 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
Jp Morgan Chase Bank Na Laguna Beach CA 09/2019 07/2021
Wells Fargo Na Camarillo CA 04/2016 09/2019
Fidelity Brokerage Services Llc Irvine CA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 07/2021
    Jp Morgan Chase Bank Na
    Laguna Beach, CA
  • 04/2016 → 09/2019
    Wells Fargo Na
    Camarillo, CA
  • 08/2021 → Present
    Fidelity Brokerage Services Llc
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
S63 Uniform Securities Agent State Law Examination 2019-12-10
  • S66 Uniform Combined State Law Examination
    2021-12-10
  • S63 Uniform Securities Agent State Law Examination
    2019-12-10
Other Names
  • Marcelo S Arbage
  • Marcelo F Arbage

View on SEC IAPD

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