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Luca Gandolfi

Strategic Advisers LLC

Brea, CA

Eastvale, 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 2026-05-18
CA RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2026-05-18
  • CA RA
    APPROVED
    Since 2025-11-04

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

Eastvale, 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
Provident Savings Bank Corona CA 04/2024 06/2025
University Of The People Pasadena CA 07/2021 10/2024
Fidelity Investments Brea CA 06/2025 Present
Middle School - High School Eastvale CA 01/2015 12/2021
Cactus Nutrition Spot ( Family Busienss ) Murrieta CA 04/2021 05/2022
Hotel Del Sol ( Now Studio Six ) Corona CA 01/2023 04/2024
Famous Pudn ( Now Closed ) Murrieta CA 02/2023 08/2023
  • 04/2024 → 06/2025
    Provident Savings Bank
    Corona, CA
  • 07/2021 → 10/2024
    University Of The People
    Pasadena, CA
  • 06/2025 → Present
    Fidelity Investments
    Brea, CA
  • 01/2015 → 12/2021
    Middle School - High School
    Eastvale, CA
  • 04/2021 → 05/2022
    Cactus Nutrition Spot ( Family Busienss )
    Murrieta, CA
  • 01/2023 → 04/2024
    Hotel Del Sol ( Now Studio Six )
    Corona, CA
  • 02/2023 → 08/2023
    Famous Pudn ( Now Closed )
    Murrieta, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-14
  • S66 Uniform Combined State Law Examination
    2025-10-14
Other Names
  • Luca Gandolfi
  • Luca Austin Lauro Gandolfi

View on SEC IAPD

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
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