Best Investors Account Sign in

Whitney Brillon

Strategic Advisers LLC

San Diego, CA

San Diego, CA

Claim This Profile
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

San Diego, CA • United States

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • 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 Personal And Workplace Advisors Boston MA 07/2018 08/2022
Charles Schwab & Co., Inc. San Diego CA 08/2022 03/2024
Charles Schwab Bank San Diego CA 08/2022 03/2024
Fidelity Investments Campbell CA 11/2015 10/2016
Fidelity Investments Campbell CA 10/2016 05/2019
Fidelity Investments Campbell CA 05/2019 08/2022
Fidelity Investments San Diego CA 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 08/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2022 → 03/2024
    Charles Schwab & Co., Inc.
    San Diego, CA
  • 08/2022 → 03/2024
    Charles Schwab Bank
    San Diego, CA
  • 11/2015 → 10/2016
    Fidelity Investments
    Campbell, CA
  • 10/2016 → 05/2019
    Fidelity Investments
    Campbell, CA
  • 05/2019 → 08/2022
    Fidelity Investments
    Campbell, CA
  • 03/2024 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
    San Diego, CA
  • 2022-09-09 → 2024-03-20
    Charles Schwab & Co., Inc.
    San Diego, CA
  • 2018-07-13 → 2022-08-15
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-08-29 → 2018-07-13
    Strategic Advisers Llc
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-28
  • S66 Uniform Combined State Law Examination
    2013-10-28
Other Names
  • Whitney Theresa Wingender
  • Whitney Theresa Brillon

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor