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Geoff Sharaky

Strategic Advisers LLC

Roseville, CA

Sacramento, CA

Sacramento, CA

Roseville, 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
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Roseville, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

Roseville, 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
Pruco Securities, Llc Roseville CA 01/2012 02/2020
The Prudential Insurance Company Of America Roseville CA 01/2012 02/2020
Fidelity Brokerage Services Llc Sacramento CA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → 02/2020
    Pruco Securities, Llc
    Roseville, CA
  • 01/2012 → 02/2020
    The Prudential Insurance Company Of America
    Roseville, CA
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
  • 2017-03-22 → 2020-02-20
    Pruco Securities, Llc.
    Roseville, CA
    San Jose, CA
Other Businesses

OBA-116934|OrgNmn:Woodcreek HighSchool Board of Directors: Treasurer|Org Addr:Roseville,California,US|OBA Nature:Treasurer for the HighSchool B|Invst Rel:N|Title:Treasurer|Duties:Spreadsheeting expenses, reporting on budget|StrtDt:03-01-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-09
S63 Uniform Securities Agent State Law Examination 2010-10-20
  • S65 Uniform Investment Adviser Law Examination
    2017-03-09
  • S63 Uniform Securities Agent State Law Examination
    2010-10-20
Other Names
  • Geoff Sharaky
  • Geoff Antone Sharaky
  • Geoffrey Sharaky

View on SEC IAPD

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