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John Leat

Strategic Advisers LLC

Mission Viejo, CA

Rancho Santa Margarita, CA

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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

Rancho Santa Margarita, 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
Replanet Mission Viejo CA 06/2016 07/2017
Buy Buy Baby Mission Viejo CA 07/2017 07/2019
Considine & Associates Healthclaim Solutions Laguna Hills CA 07/2019 05/2022
Fidelity Investments Mission Viejo CA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 07/2017
    Replanet
    Mission Viejo, CA
  • 07/2017 → 07/2019
    Buy Buy Baby
    Mission Viejo, CA
  • 07/2019 → 05/2022
    Considine & Associates Healthclaim Solutions
    Laguna Hills, CA
  • 05/2022 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
Other Businesses

OBA-102681|OrgNmn:Rover|Org Addr:Rancho San,California,US|OBA Nature:Pet-sitting|Invst Rel:N|Title:Independent Contractor|Duties:Taking care of dogs and cats at my home or the home of the owner for compensation.|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-15
S63 Uniform Securities Agent State Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-09-15
  • S63 Uniform Securities Agent State Law Examination
    2022-08-26

View on SEC IAPD

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Other Investors

Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
WILLIAM RONALD EDDE

Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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