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Andressa Clark

Strategic Advisers LLC

Walnut Creek, CA

Hayward, CA

CRD 8171351

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-20
TX RA APPROVED 2026-05-20
  • CA RA
    APPROVED
    Since 2026-05-20
  • TX RA
    APPROVED
    Since 2026-05-20

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Hayward, 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
My Family Lounge Agency San Francisco CA 05/2025 08/2025
Fidelity Investments Walnut Creek CA 09/2025 Present
Nevada Adventures Berkeley CA 04/2024 10/2024
Vaco Lcc (At Google) Brentwood TN 08/2023 04/2024
Unemployed Pinole CA 04/2015 08/2023
Nicholas Flanders San Francisco CA 04/2023 06/2023
Unemployed Hayward CA 10/2024 05/2025
  • 05/2025 → 08/2025
    My Family Lounge Agency
    San Francisco, CA
  • 09/2025 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 04/2024 → 10/2024
    Nevada Adventures
    Berkeley, CA
  • 08/2023 → 04/2024
    Vaco Lcc (At Google)
    Brentwood, TN
  • 04/2015 → 08/2023
    Unemployed
    Pinole, CA
  • 04/2023 → 06/2023
    Nicholas Flanders
    San Francisco, CA
  • 10/2024 → 05/2025
    Unemployed
    Hayward, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-05
  • S66 Uniform Combined State Law Examination
    2026-05-05
Other Names
  • Andressa Alves Dos Santos

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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