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Phuong Leyva

Strategic Advisers LLC

Campbell, CA

San Jose, 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

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, 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
California Bank And Trust San Jose CA 09/2016 06/2019
Jpmorgan Chase Bank, N.A. Cupertino CA 06/2019 06/2022
J.P. Morgan Securities Llc Cupertino CA 06/2019 06/2022
Fidelity Investments Campbell CA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 06/2019
    California Bank And Trust
    San Jose, CA
  • 06/2019 → 06/2022
    Jpmorgan Chase Bank, N.A.
    Cupertino, CA
  • 06/2019 → 06/2022
    J.P. Morgan Securities Llc
    Cupertino, CA
  • 06/2022 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-09
S63 Uniform Securities Agent State Law Examination 2019-08-13
  • S66 Uniform Combined State Law Examination
    2023-05-09
  • S63 Uniform Securities Agent State Law Examination
    2019-08-13
Other Names
  • Phuong V Dang
  • Phuong Vu Dang
  • Phuong Dang Leyva

View on SEC IAPD

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MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
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