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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Jose, CA • United States

4160 N First St, San Jose, CA 95134-1513 • 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
Bridgeview Folsom Llc Oakland CA 10/2018 10/2020
Fidelity Investments San Jose CA 01/2026 Present
Wente Family Estates Livermore CA 09/2013 10/2018
Unemployed San Jose CA 10/2020 04/2021
Rw Leadership Coaching Llc San Jose CA 04/2021 01/2026
  • 10/2018 → 10/2020
    Bridgeview Folsom Llc
    Oakland, CA
  • 01/2026 → Present
    Fidelity Investments
    San Jose, CA
  • 09/2013 → 10/2018
    Wente Family Estates
    Livermore, CA
  • 10/2020 → 04/2021
    Unemployed
    San Jose, CA
  • 04/2021 → 01/2026
    Rw Leadership Coaching Llc
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-23
  • S66 Uniform Combined State Law Examination
    2026-04-23
Other Names
  • Ramon Ware

View on SEC IAPD

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