Best Investors Account Sign in

Ashley Pak

Strategic Advisers LLC

San Ramon, CA

San Francisco, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

San Ramon, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 05/2013 06/2017
Fidelity Brokerage Services San Francisco CA 06/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 06/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 06/2017 → Present
    Fidelity Brokerage Services
    San Francisco, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    San Francisco, CA
    San Ramon, CA
  • 2017-07-12 → 2018-07-13
    Strategic Advisers Llc
    San Francisco, CA
  • 2015-07-24 → 2017-06-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-23
  • S66 Uniform Combined State Law Examination
    2015-07-23
Other Names
  • Ashley Hyunjung Choo
  • Hyun Jung Pak
  • Ashley Hyunjung Pak
  • Ashley H Pak
  • Ashley Pak

View on SEC IAPD

More in San Ramon, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor