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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

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Chino, 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
La Fitness Chino CA 04/2019 12/2019
Student Walnut CA 01/2015 08/2021
San Bernardino County San Bernardino CA 06/2019 10/2021
Amazon Chino CA 10/2018 07/2020
Unemployed Chino CA 11/2021 03/2022
Uber Chino CA 01/2018 01/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2022 09/2022
Northwestern Mutual Investment Services Llc Woodland Hls CA 03/2022 09/2022
Fidelity Investments Llc Brea CA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 12/2019
    La Fitness
    Chino, CA
  • 01/2015 → 08/2021
    Student
    Walnut, CA
  • 06/2019 → 10/2021
    San Bernardino County
    San Bernardino, CA
  • 10/2018 → 07/2020
    Amazon
    Chino, CA
  • 11/2021 → 03/2022
    Unemployed
    Chino, CA
  • 01/2018 → 01/2020
    Uber
    Chino, CA
  • 03/2022 → 09/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2022 → 09/2022
    Northwestern Mutual Investment Services Llc
    Woodland Hls, CA
  • 10/2022 → Present
    Fidelity Investments Llc
    Brea, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brea, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-08
  • S66 Uniform Combined State Law Examination
    2023-08-08
Other Names
  • Andrew Matus

View on SEC IAPD

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