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Tristan Anthony Anguiano

Strategic Advisers LLC

Woodland Hills, CA

Canoga Park, 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

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Canoga Park, 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
Wells Fargo Clearing Services, Llc Canoga Park CA 11/2019 Present
Wells Fargo Bank, Na Canoga Park CA 07/2016 Present
California State University, Northridge Northridge CA 08/2014 05/2018
Fidelity Investments Woodland Hills CA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → Present
    Wells Fargo Clearing Services, Llc
    Canoga Park, CA
  • 07/2016 → Present
    Wells Fargo Bank, Na
    Canoga Park, CA
  • 08/2014 → 05/2018
    California State University, Northridge
    Northridge, CA
  • 09/2021 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2021-06-22 → 2021-09-22
    Wells Fargo Clearing Services, Llc
    Encino, CA
    Canoga Park, CA
    Malibu, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20
Other Names
  • Tristan Anguiano

View on SEC IAPD

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Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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