Brendan Pease

Strategic Advisers LLC

Santa Barbara, CA

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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

Santa Barbara, 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

Organization	City	State	From	To
Pruco Securities Llc	Roseville	CA	05/2022	12/2023
Amazon	Sacramento	CA	07/2021	09/2021
K-12 Education	Granite Bay	CA	08/2004	06/2018
Arizona State	Tempe	AZ	06/2018	05/2022
The Prudential Insurance Company Of America	Roseville	CA	08/2022	12/2023
Fidelity Investments	Sacramento	CA	01/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2022 → 12/2023

Pruco Securities Llc

Roseville, CA
07/2021 → 09/2021

Amazon

Sacramento, CA
08/2004 → 06/2018

K-12 Education

Granite Bay, CA
06/2018 → 05/2022

Arizona State

Tempe, AZ
08/2022 → 12/2023

The Prudential Insurance Company Of America

Roseville, CA
01/2024 → Present

Fidelity Investments

Sacramento, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-03-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roseville, CA

Granite Bay, CA
2022-07-18 → 2024-01-07

Pruco Securities, Llc.

Roseville, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-16

S66 Uniform Combined State Law Examination

2022-07-16

Other Names

Brendan A Pease
Brendan Pease

View on SEC IAPD

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