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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 2026-08-24
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-08-24
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • 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
Ventura County Fire Department Camarillo CA 06/2018 03/2022
Roux Electric Thousand Oaks CA 03/2016 06/2018
Unemployed Thousand Oaks CA 03/2022 05/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2022 11/2023
Northwestern Mutual Investment Services Llc Westlake Vlg CA 05/2022 11/2023
Tamar Securities, Llc Woodland Hills CA 01/2023 09/2024
Fidelity Investments Thousand Oaks CA 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 03/2022
    Ventura County Fire Department
    Camarillo, CA
  • 03/2016 → 06/2018
    Roux Electric
    Thousand Oaks, CA
  • 03/2022 → 05/2022
    Unemployed
    Thousand Oaks, CA
  • 05/2022 → 11/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2022 → 11/2023
    Northwestern Mutual Investment Services Llc
    Westlake Vlg, CA
  • 01/2023 → 09/2024
    Woodland Hills, CA
  • 10/2024 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Thousand Oaks, CA
  • 2024-01-12 → 2024-10-07
    Woodland Hills, CA
Other Businesses

OBA-113851|OrgNmn:O'Shaughnessy Academy of Irish Dance|Org Addr:Thousand O,California,US|OBA Nature:Competitive Irish Dance School|Invst Rel:N|Title:I dont hold a title|Duties:I assist with tax filings for my wife who is the sole proprietor. I help with scheduling flights, booking hotels, etc.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2023-11-27
Other Names
  • Trevor O'SHaughnessy
  • Trevor Thomas O'SHaughnessy
  • Trevor Oshaughnessy

View on SEC IAPD

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