Arley Maldonado Herrera

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Petaluma, CA • United States

1000 4Th Street, San Rafael, CA 94901-3122 • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Santa Rosa	CA	01/2022	02/2023
Charles Schwab Bank, Ssb	Santa Rosa	CA	01/2022	02/2023
Patelco Credit Union	Novato	CA	09/2020	12/2021
Maldonado Landscaping	Petaluma	CA	07/2016	09/2020
Fidelity Investments	Larkspur	CA	02/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2022 → 02/2023

Charles Schwab & Co., Inc.

Santa Rosa, CA
01/2022 → 02/2023

Charles Schwab Bank, Ssb

Santa Rosa, CA
09/2020 → 12/2021

Patelco Credit Union

Novato, CA
07/2016 → 09/2020

Maldonado Landscaping

Petaluma, CA
02/2023 → Present

Fidelity Investments

Larkspur, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-03-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Larkspur, CA
2022-05-20 → 2023-02-16

Charles Schwab & Co., Inc.

Santa Rosa, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-29

S66 Uniform Combined State Law Examination

2022-01-29

Other Names

Arley Maldonadoherrera

View on SEC IAPD

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