Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-24
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2009 Park Place, El Segundo, CA 90245-4754 • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Chagrin Falls, OH • 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
Mathnasium Chatsworth CA 11/2022 08/2023
Unemployed Canyon Country CA 04/2021 11/2021
Unemployed Playa Del Rey CA 04/2024 07/2024
Unemployed Playa Del Rey CA 08/2023 04/2024
Fidelity Investments El Segundo CA 08/2024 Present
Lockheed Martin Palmdale CA 03/2020 04/2021
Unemployed Canyon Country CA 12/2019 03/2020
United States Air Force Cannon Afb NM 11/2013 12/2019
Uber Eats Playa Del Rey CA 04/2024 04/2024
College Of The Canyons Valencia CA 11/2021 06/2022
Unemployed Northridge CA 06/2022 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2022 → 08/2023
    Mathnasium
    Chatsworth, CA
  • 04/2021 → 11/2021
    Unemployed
    Canyon Country, CA
  • 04/2024 → 07/2024
    Unemployed
    Playa Del Rey, CA
  • 08/2023 → 04/2024
    Unemployed
    Playa Del Rey, CA
  • 08/2024 → Present
    Fidelity Investments
    El Segundo, CA
  • 03/2020 → 04/2021
    Lockheed Martin
    Palmdale, CA
  • 12/2019 → 03/2020
    Unemployed
    Canyon Country, CA
  • 11/2013 → 12/2019
    United States Air Force
    Cannon Afb, NM
  • 04/2024 → 04/2024
    Uber Eats
    Playa Del Rey, CA
  • 11/2021 → 06/2022
    College Of The Canyons
    Valencia, CA
  • 06/2022 → 11/2022
    Unemployed
    Northridge, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    El Segundo, CA
    Playa Del Rey, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-04
  • S66 Uniform Combined State Law Examination
    2024-06-04
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in El Segundo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor