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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

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Thousand Oaks, 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
Associated Students Chico CA 10/2019 03/2020
Reno Aces Reno NV 05/2019 08/2019
H And T Battery Components Sparks NV 05/2018 08/2018
Student Agoura Hills CA 08/2002 05/2021
Unemployed Reno NV 05/2021 11/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2021 11/2023
Northwestern Mutual Investment Services Llc Westlake Vlg CA 11/2021 11/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2023 11/2023
Fidelity Investments Woodland Hills CA 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 03/2020
    Associated Students
    Chico, CA
  • 05/2019 → 08/2019
    Reno Aces
    Reno, NV
  • 05/2018 → 08/2018
    H And T Battery Components
    Sparks, NV
  • 08/2002 → 05/2021
    Student
    Agoura Hills, CA
  • 05/2021 → 11/2021
    Unemployed
    Reno, NV
  • 11/2021 → 11/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2021 → 11/2023
    Northwestern Mutual Investment Services Llc
    Westlake Vlg, CA
  • 05/2023 → 11/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2023 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S66 Uniform Combined State Law Examination
    2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Garreth Lautz

View on SEC IAPD

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