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Elena Netta Fassio

Strategic Advisers LLC

Burlingame, CA

Hillsborough, 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 2026-02-04
CA RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2026-02-04
  • CA RA
    APPROVED
    Since 2025-04-04

Branch Locations

1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States

Hillsborough, 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
Global Wealth Partners San Jose CA 06/2022 07/2022
Fidelity Investments Palo Alto CA 09/2024 Present
Villanova University Villanova PA 08/2020 05/2024
Unemployed Hillsborough CA 05/2024 09/2024
Fidelity Investments Raleigh NC 06/2023 08/2023
Levcor, Inc. Houston TX 05/2021 06/2021
Sacred Heart Schools, Atherton Atherton CA 08/2013 06/2020
Unemployed Hillsborough CA 06/2020 08/2020
Five Little Monkeys Burlingame CA 09/2018 02/2020
  • 06/2022 → 07/2022
    Global Wealth Partners
    San Jose, CA
  • 09/2024 → Present
    Fidelity Investments
    Palo Alto, CA
  • 08/2020 → 05/2024
    Villanova University
    Villanova, PA
  • 05/2024 → 09/2024
    Unemployed
    Hillsborough, CA
  • 06/2023 → 08/2023
    Fidelity Investments
    Raleigh, NC
  • 05/2021 → 06/2021
    Levcor, Inc.
    Houston, TX
  • 08/2013 → 06/2020
    Sacred Heart Schools, Atherton
    Atherton, CA
  • 06/2020 → 08/2020
    Unemployed
    Hillsborough, CA
  • 09/2018 → 02/2020
    Five Little Monkeys
    Burlingame, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-28
Other Names
  • Elena N Fassio
  • Elena Netta Fassio

View on SEC IAPD

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DARRIN ANDREW CHOW
RICHA RASTOGI
JACKSON WILLIAMS KEMPKER
HAEIN CHOI

Other Offices

JARIS ASSET MANAGEMENT · BURLINGAME, CA
HOMEBREW VENTURES · BURLINGAME, CA
YK BIOVENTURES · BURLINGAME, CA
J.P. MORGAN SECURITIES LLC · BURLINGAME, CA
INDEPENDENCE SQUARE HOLDINGS, LLC · Burlingame, CA
REFACTOR CAPITAL MANAGEMENT, LLC · BURLINGAME, CA
POPLAR POINT CAPITAL MANAGEMENT LLC · BURLINGAME, CA
GAVILAN INVESTMENT PARTNERS LLC · BURLINGAME, CA

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