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Patrick Bauzon

Strategic Advisers LLC

Union City, CA

Berkeley, CA

Berkeley, 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

Union City, CA • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

2120 University Ave, Berkeley, CA 94704-1026 • 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
Patelco Credit Union Pleasanton CA 12/2015 09/2016
Cuso Financial Services, Lp San Diego CA 04/2016 03/2018
Lpl Financial Llc Fremont CA 04/2018 11/2021
Fremont Bank Fremont CA 04/2018 11/2021
Investor Fan Snoqualmie WA 11/2021 12/2022
Twin Peaks Wealth Advisors, Llc San Francisco CA 12/2022 02/2023
Fidelity Investments Berkeley CA 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 09/2016
    Patelco Credit Union
    Pleasanton, CA
  • 04/2016 → 03/2018
    Cuso Financial Services, Lp
    San Diego, CA
  • 04/2018 → 11/2021
    Lpl Financial Llc
    Fremont, CA
  • 04/2018 → 11/2021
    Fremont Bank
    Fremont, CA
  • 11/2021 → 12/2022
    Investor Fan
    Snoqualmie, WA
  • 12/2022 → 02/2023
    Twin Peaks Wealth Advisors, Llc
    San Francisco, CA
  • 03/2023 → Present
    Fidelity Investments
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
  • 2022-12-15 → 2023-02-28
    Twin Peaks Wealth Advisors
    San Francisco, CA
    Newark, CA
  • 2021-11-18 → 2023-01-17
    Investor Fan
    Newark, CA
    Boise, ID
  • 2018-08-23 → 2021-11-12
    Lpl Financial Llc
    Fremont, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-20
  • S66 Uniform Combined State Law Examination
    2018-08-20
Other Names
  • Pat Bauzon
  • Patrick Banzon Bauzon

View on SEC IAPD

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