Best Investors Account Sign in

Takashi Sean Sato

Strategic Advisers LLC

Dublin, CA

Dublin, CA

Claim This Profile
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

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Dublin, 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
Visioneer Fremont CA 10/2019 02/2022
Hd Biosciences San Diego CA 04/2019 09/2019
Aerotek /Dexcom San Diego CA 07/2018 01/2019
Ucsd Special Events And Parking La Jolla CA 05/2016 06/2018
Unemployed La Jolla CA 01/2019 04/2019
Fidelity Investments Dublin CA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 02/2022
    Visioneer
    Fremont, CA
  • 04/2019 → 09/2019
    Hd Biosciences
    San Diego, CA
  • 07/2018 → 01/2019
    Aerotek /Dexcom
    San Diego, CA
  • 05/2016 → 06/2018
    Ucsd Special Events And Parking
    La Jolla, CA
  • 01/2019 → 04/2019
    Unemployed
    La Jolla, CA
  • 03/2022 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
Other Businesses

OBA-67143|OrgNmn:Sato Japanese Cuisine|Org Addr:Pleasanton,California,US|OBA Nature:Japanese restaurant |Invst Rel:N|Title:Employee|Duties:waiter|StrtDt:03-16-22|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
S63 Uniform Securities Agent State Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30
  • S63 Uniform Securities Agent State Law Examination
    2022-08-26

View on SEC IAPD

Other Firms

HARMONEY CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FINCOP FINANCIAL PLANNING
ACUMAIN CAPITAL, LLC
ALTA VIA CAPITAL
WEALTHPAVER
LPL ENTERPRISE, LLC

Other Investors

DANIEL J QUINN
MASOUD RAHIMI
KAI LI
JUSTIN T SAAR
ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA

Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

More in Dublin, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor