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Edward Marsh Auel

Strategic Advisers LLC

Rancho Cordova, CA

Sacramento, 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 2026-03-16
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rancho Cordova, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Orangevale CA 05/2024 08/2024
Fidelity Investments Sacramento CA 09/2024 Present
Csus - Student Investment Fund Sacramento CA 01/2023 05/2024
Hacienda Del Rio Folsom CA 06/2006 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2024 → 08/2024
    Unemployed
    Orangevale, CA
  • 09/2024 → Present
    Fidelity Investments
    Sacramento, CA
  • 01/2023 → 05/2024
    Csus - Student Investment Fund
    Sacramento, CA
  • 06/2006 → 01/2023
    Hacienda Del Rio
    Folsom, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
    Rancho Cordova, CA
Other Businesses

OBA-123739|OrgNmn:Butte Broadcasting Company|Org Addr:Chico,California,US|OBA Nature:Radio Station|Invst Rel:N|Title:Director|Duties:Financial Reviews, Vote on changes or major decisions |StrtDt:08-01-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-23
  • S66 Uniform Combined State Law Examination
    2025-01-23
Other Names
  • Edward M Auel
  • Edward Auel

View on SEC IAPD

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