Derek Wenzell

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-16
TX	RA	APPROVED	2025-09-16

CA RA
APPROVED

Since 2025-09-16
TX RA
APPROVED

Since 2025-09-16

Branch Locations

San Mateo, CA • United States

1411 Chapin Avenue, Burlingame, CA 94010-4002 • 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

Organization	City	State	From	To
Media Monks	San Francisco	CA	02/2021	03/2024
Jstokes Agency	Walnut Creek	CA	03/2015	03/2020
Fidelity Investments	Burlingame	CA	05/2025	Present
Cutwater	San Francisco	CA	09/2020	12/2020
Unemployed	San Mateo	CA	01/2021	02/2021
Unemployed	San Mateo	CA	03/2024	05/2025
Cutwater	San Francisco	CA	03/2020	09/2020

02/2021 → 03/2024

Media Monks

San Francisco, CA
03/2015 → 03/2020

Jstokes Agency

Walnut Creek, CA
05/2025 → Present

Fidelity Investments

Burlingame, CA
09/2020 → 12/2020

Cutwater

San Francisco, CA
01/2021 → 02/2021

Unemployed

San Mateo, CA
03/2024 → 05/2025

Unemployed

San Mateo, CA
03/2020 → 09/2020

Cutwater

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-08

S66 Uniform Combined State Law Examination

2025-09-08

View on SEC IAPD

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