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Cole Northrop

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

Playa Vista, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

Playa Vista, 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
Aloha Beach Camp Malibu CA 06/2017 08/2017
University Of Arizona Tucson AZ 08/2017 05/2018
University Of Arizona Tucson AZ 08/2016 05/2017
Dick'S Sporting Goods Thousand Oaks CA 06/2018 01/2021
Tilly'S Thousand Oaks CA 06/2018 08/2018
Zumiez Inc Thousand Oaks CA 06/2019 08/2019
Pro-Unlimited Temp Agency Seattle WA 08/2021 04/2022
Td Ameritrade Seattle WA 05/2022 05/2024
University Of Arizona Online Tucson AZ 05/2022 01/2023
Unemployed Surprise AZ 02/2021 07/2021
Charles Schwab & Co., Inc. Bellevue WA 01/2023 05/2024
Charles Schwab Bank, Ssb Bellevue WA 01/2023 05/2024
Fidelity Investments Pasadena CA 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Aloha Beach Camp
    Malibu, CA
  • 08/2017 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 08/2016 → 05/2017
    University Of Arizona
    Tucson, AZ
  • 06/2018 → 01/2021
    Dick'S Sporting Goods
    Thousand Oaks, CA
  • 06/2018 → 08/2018
    Tilly'S
    Thousand Oaks, CA
  • 06/2019 → 08/2019
    Zumiez Inc
    Thousand Oaks, CA
  • 08/2021 → 04/2022
    Pro-Unlimited Temp Agency
    Seattle, WA
  • 05/2022 → 05/2024
    Td Ameritrade
    Seattle, WA
  • 05/2022 → 01/2023
    University Of Arizona Online
    Tucson, AZ
  • 02/2021 → 07/2021
    Unemployed
    Surprise, AZ
  • 01/2023 → 05/2024
    Charles Schwab & Co., Inc.
    Bellevue, WA
  • 01/2023 → 05/2024
    Charles Schwab Bank, Ssb
    Bellevue, WA
  • 05/2024 → Present
    Fidelity Investments
    Pasadena, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
  • 2023-07-01 → 2024-06-05
    Charles Schwab & Co., Inc.
    Lynnwood, WA
    Bellevue, WA
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-30
S63 Uniform Securities Agent State Law Examination 2023-03-06
  • S66 Uniform Combined State Law Examination
    2023-06-30
  • S63 Uniform Securities Agent State Law Examination
    2023-03-06

View on SEC IAPD

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CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
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STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
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