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Bryce Sagers

Strategic Advisers LLC

Irvine, CA

Irvine, 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

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Irvine, 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
E*Trade Securities Llc Sandy UT 01/2014 02/2020
The Vanguard Group, Inc. Scottsdale AZ 03/2020 08/2021
E*Trade Securities Llc Santa Ana CA 08/2021 06/2023
E*Trade Capital Management Llc Irvine CA 08/2021 06/2023
Morgan Stanley Irvine CA 01/2023 06/2023
Polaris Wealth Advisory Group Costa Mesa CA 06/2023 11/2023
Rwa Wealth Partners, Llc Newton MA 11/2023 11/2023
Fidelity Investments Irvine CA 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 02/2020
    E*Trade Securities Llc
    Sandy, UT
  • 03/2020 → 08/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2021 → 06/2023
    E*Trade Securities Llc
    Santa Ana, CA
  • 08/2021 → 06/2023
    E*Trade Capital Management Llc
    Irvine, CA
  • 01/2023 → 06/2023
    Morgan Stanley
    Irvine, CA
  • 06/2023 → 11/2023
    Polaris Wealth Advisory Group
    Costa Mesa, CA
  • 11/2023 → 11/2023
    Rwa Wealth Partners, Llc
    Newton, MA
  • 12/2023 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
  • 2023-11-03 → 2023-12-01
    Rwa Wealth Partners
    Boston, MA
    Costa Mesa, CA
  • 2023-06-14 → 2023-11-07
    Polaris Wealth Advisory Group
    Costa Mesa, CA
    San Rafael, CA
  • 2021-09-07 → 2023-06-23
    Harrisdirect Llc
    Santa Ana, CA
    Arlington, VA
    Irvine, CA
  • 2020-03-31 → 2021-09-09
    Vanguard Advisers, Inc.
    Scottsdale, AZ
  • 2014-11-26 → 2020-03-12
    Harrisdirect Llc
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-08
  • S66 Uniform Combined State Law Examination
    2013-11-08
Designations
Other Names
  • Bryce Sagers
  • Bryce Jason Sagers
  • Bryce J Sagers

View on SEC IAPD

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