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John S. Vandenberg

Strategic Advisers LLC

Walnut Creek, CA

Dublin, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Walnut Creek, CA • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley San Francisco CA 01/2013 12/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 12/2016
Charles Schwab & Co., Inc. San Ramon CA 12/2016 03/2021
Charles Schwab Bank, Ssb San Ramon CA 12/2016 03/2021
Fidelity Investments Dublin CA 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → 12/2016
    Morgan Stanley
    San Francisco, CA
  • 01/2015 → 12/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 12/2016 → 03/2021
    Charles Schwab & Co., Inc.
    San Ramon, CA
  • 12/2016 → 03/2021
    Charles Schwab Bank, Ssb
    San Ramon, CA
  • 03/2021 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2016-12-15 → 2021-04-02
    Charles Schwab & Co., Inc.
    San Ramon, CA
  • 2013-03-29 → 2016-12-06
    Morgan Stanley
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-28
  • S66 Uniform Combined State Law Examination
    2013-03-28
Other Names
  • John Schenk Vandenberg
  • John Vandenberg

View on SEC IAPD

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