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Deronnie L Pitts

Strategic Advisers LLC

Oakland, CA

San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-05-01
CA RA APPROVED 2025-04-30
TX RA APPROVED 2025-04-30
  • NV RA
    APPROVED
    Since 2025-05-01
  • CA RA
    APPROVED
    Since 2025-04-30
  • TX RA
    APPROVED
    Since 2025-04-30

Branch Locations

Oakland, CA • United States

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • 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
Stanford University Stanford CA 04/2016 02/2018
Fidelity Brokerage Services, Llc Palo Alto CA 02/2018 04/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2020
Eshares, Inc. Dba Carta, Inc. San Francisco CA 04/2020 10/2021
Carta Capital Markets, Llc San Francisco CA 02/2021 10/2021
Carta Capital Markets, Llc San Francisco CA 04/2022 01/2023
Eshares, Inc. Dba Carta, Inc. San Francisco CA 10/2021 03/2022
Fidelity Investments Westlake TX 03/2023 Present
  • 04/2016 → 02/2018
    Stanford University
    Stanford, CA
  • 02/2018 → 04/2020
    Fidelity Brokerage Services, Llc
    Palo Alto, CA
  • 07/2018 → 04/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2020 → 10/2021
    Eshares, Inc. Dba Carta, Inc.
    San Francisco, CA
  • 02/2021 → 10/2021
    Carta Capital Markets, Llc
    San Francisco, CA
  • 04/2022 → 01/2023
    Carta Capital Markets, Llc
    San Francisco, CA
  • 10/2021 → 03/2022
    Eshares, Inc. Dba Carta, Inc.
    San Francisco, CA
  • 03/2023 → Present
    Fidelity Investments
    Westlake, TX
Previous Registrations
  • 2018-07-13 → 2020-04-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2018-03-27 → 2018-07-13
    Strategic Advisers Llc
    Palo Alto, CA
  • 2012-12-14 → 2015-01-28
    Morgan Stanley
    Menlo Park, CA
    Menlo Park, CA
    San Francisco, CA
Other Businesses

OBA-97860|OrgNmn:DJ 2DEGREES|Org Addr:Oakland,California,US|OBA Nature:DJ business|Invst Rel:N|Title:Sole Proprietor|Duties:Curate and arrange music, provide equipment for sound amplification, host ceremonies.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-17
S66 Uniform Combined State Law Examination 2012-12-13
  • S65 Uniform Investment Adviser Law Examination
    2018-03-17
  • S66 Uniform Combined State Law Examination
    2012-12-13
Designations
Other Names
  • Deronnie Lavon Pitts
  • Deronnie L Pitts

View on SEC IAPD

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