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Steven Gruber

Strategic Advisers LLC

Dublin, CA

Hayward, 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

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Hayward, 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 Investments Dublin CA 12/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → Present
    Fidelity Investments
    Dublin, 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
    Hayward, CA
    Dublin, CA
  • 2016-01-06 → 2018-07-13
    Strategic Advisers Llc
    Dublin, CA
  • 2010-02-16 → 2015-12-11
    Td Ameritrade, Inc.
    Menlo Park, CA
    Providence, RI
  • 2010-02-16 → 2015-12-11
    Td Ameritrade Investment Management, Llc
    E. Palo Alto, CA
    Providence, RI
  • 2008-09-19 → 2009-03-13
    Commonwealth Financial Network
    Southborough, MA
  • 2008-11-25 → 2009-03-12
    Financial Foundations, Inc.
    Framingham, MA
Other Businesses

OBA-9794|OrgNmn:Steven Gruber|Org Addr:Providence,Rhode Isla,US|OBA Nature:Rental Property. This is my 2n|Invst Rel:Y|Title:Steven Gruber|Duties:Collect Rent, upkeep on building|StrtDt:11-09-17|TotHrs/mon:1|TrdHrs/mon:0|OBA-127508|OrgNmn:Rental Property |Org Addr:Providence,Rhode Isla,US|OBA Nature:rental properties |Invst Rel:Y|Title:N/A|Duties:None|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-11
  • S66 Uniform Combined State Law Examination
    2007-09-11
Other Names
  • Steven D Gruber
  • Steven David Gruber
  • Steven David Gruber

View on SEC IAPD

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ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA

Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

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