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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-07

Branch Locations

Sunnyvale, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • 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
Fidelity Investments Mountain View CA 12/2025 Present
Bank Of America San Jose CA 05/2006 03/2024
Unemployed Sunnyvale CA 03/2024 11/2025
  • 12/2025 → Present
    Fidelity Investments
    Mountain View, CA
  • 05/2006 → 03/2024
    Bank Of America
    San Jose, CA
  • 03/2024 → 11/2025
    Unemployed
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-04
  • S66 Uniform Combined State Law Examination
    2025-06-04

View on SEC IAPD

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