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Emil Bagherloo

Strategic Advisers LLC

Westlake, TX

Trophy Club, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Trophy Club, TX • 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
Wells Fargo Bank San Fernando CA 08/2006 12/2017
Morgan Stanley Sherman Oaks CA 04/2018 07/2021
Unemployed Sunland CA 12/2017 04/2018
Morgan Stanley Private Bank, N.A. Sherman Oaks CA 04/2018 07/2021
Fidelity Investments Woodland Hills CA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → 12/2017
    Wells Fargo Bank
    San Fernando, CA
  • 04/2018 → 07/2021
    Morgan Stanley
    Sherman Oaks, CA
  • 12/2017 → 04/2018
    Unemployed
    Sunland, CA
  • 04/2018 → 07/2021
    Morgan Stanley Private Bank, N.A.
    Sherman Oaks, CA
  • 07/2021 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2018-06-29 → 2021-07-14
    Morgan Stanley
    Pasadena, CA
    Sherman Oaks, CA
    Sherman Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-29
  • S66 Uniform Combined State Law Examination
    2018-06-29

View on SEC IAPD

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Other Investors

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JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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