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Randy Reyes

Strategic Advisers LLC

Rancho Cucamonga, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Rancho Cucamonga, 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
Fidelity Brokerage Services Llc Brea CA 06/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → Present
    Fidelity Brokerage Services Llc
    Brea, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Rancho Cucamonga, CA
  • 2012-06-20 → 2018-07-13
    Strategic Advisers Llc
    Brea, CA
  • 2008-08-08 → 2012-06-05
    U.S. Bancorp Advisors, Llc
    Fullerton, CA
    Fullerton, CA
    Tustin, CA
    Santa Ana, CA
    Anaheim, CA
    Fullerton, CA
  • 2007-03-23 → 2008-08-06
    Wamu Investments, Inc.
    San Clemente, CA
  • 2007-02-02 → 2007-03-16
    Bancwest Investment Services, Inc.
    Huntington Beach, CA
    Pasadena, CA
    Pasadena, CA
    Sierra Madre, CA
    City Of Commerce, CA
    Rancho Cucamonga, CA
    Long Beach, CA
    Irvine, CA
    Mission Viejo, CA
    San Diego, CA
    La Habra, CA
    San Diego, CA
  • 2005-10-13 → 2006-06-08
    Morgan Stanley Dw Inc.
    Santa Ana, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-13
  • S66 Uniform Combined State Law Examination
    2005-09-13
Other Names
  • Randy Reyes
  • Randy Rainier Reyes

View on SEC IAPD

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