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Michael Rodriguez

Strategic Advisers LLC

Los Angeles, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-18
CA RA APPROVED 2026-03-17
  • TX RA
    APPROVED_RES
    Since 2026-03-18
  • CA RA
    APPROVED
    Since 2026-03-17

Branch Locations

Los Angeles, 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
Unemployed Los Angeles CA 05/2024 12/2025
Chase Bank Phoenix AZ 11/2009 03/2022
Fidelity Investments Sacramento CA 01/2026 Present
Wells Fargo Montebello CA 04/2022 04/2024
  • 05/2024 → 12/2025
    Unemployed
    Los Angeles, CA
  • 11/2009 → 03/2022
    Chase Bank
    Phoenix, AZ
  • 01/2026 → Present
    Fidelity Investments
    Sacramento, CA
  • 04/2022 → 04/2024
    Wells Fargo
    Montebello, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-11
S63 Uniform Securities Agent State Law Examination 2020-03-12
  • S66 Uniform Combined State Law Examination
    2026-05-11
  • S63 Uniform Securities Agent State Law Examination
    2020-03-12

View on SEC IAPD

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