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Alberto Verdi

Strategic Advisers LLC

Roseville, CA

Sacramento, 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

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Sacramento, 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
Jp Morgan Chase Boynton Beach FL 10/2010 06/2017
Jpmorgan Securities Llc Boynton Beach FL 10/2012 06/2017
Fidelity Investments Roseville CA 05/2022 Present
Unemployed Sacramento CA 06/2017 09/2017
Aaa Ncnu Woodland CA 09/2017 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2010 → 06/2017
    Jp Morgan Chase
    Boynton Beach, FL
  • 10/2012 → 06/2017
    Jpmorgan Securities Llc
    Boynton Beach, FL
  • 05/2022 → Present
    Fidelity Investments
    Roseville, CA
  • 06/2017 → 09/2017
    Unemployed
    Sacramento, CA
  • 09/2017 → 05/2022
    Aaa Ncnu
    Woodland, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roseville, CA
  • 2008-10-06 → 2010-07-01
    Wells Fargo Investments, Llc
    Greenbrae, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
S63 Uniform Securities Agent State Law Examination 2012-11-29
  • S66 Uniform Combined State Law Examination
    2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    2012-11-29
Other Names
  • Alberto Monterrosa
  • Alberto Verdi

View on SEC IAPD

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Other Investors

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Kristofer Louis Jones
DANIEL HAVEN FULLER
Zachary Ward Scholfield
JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
BRADLEY SCOTT SULLIVAN

Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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