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Mason Daniel Arnold

Strategic Advisers LLC

San Ramon, CA

Dublin, 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 2026-05-21
  • CA RA
    APPROVED
    Since 2026-05-21

Branch Locations

San Ramon, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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
Avetta Llc Orem UT 11/2019 05/2022
Subway Provo UT 01/2019 08/2019
Evergreen Washelli Funeral Home & Cemetery Seattle WA 08/2018 12/2018
Sbl Rentals Monroe WA 07/2018 07/2018
Evergreen Washelli Funeral Home & Cemetery Seattle WA 10/2017 01/2018
Church Of Jesus Christ Of Latter-Day Saints Tucson AZ 10/2015 10/2017
Brigham Young University- Idaho Rexburg ID 01/2018 07/2018
Fidelity Investments American Fork UT 06/2022 07/2023
Utah Valley University Orem UT 08/2019 08/2022
Dxc Technology Tulsa OK 07/2023 11/2025
Fidelity Investments Dublin CA 12/2025 Present
  • 11/2019 → 05/2022
    Avetta Llc
    Orem, UT
  • 01/2019 → 08/2019
    Subway
    Provo, UT
  • 08/2018 → 12/2018
    Evergreen Washelli Funeral Home & Cemetery
    Seattle, WA
  • 07/2018 → 07/2018
    Sbl Rentals
    Monroe, WA
  • 10/2017 → 01/2018
    Evergreen Washelli Funeral Home & Cemetery
    Seattle, WA
  • 10/2015 → 10/2017
    Church Of Jesus Christ Of Latter-Day Saints
    Tucson, AZ
  • 01/2018 → 07/2018
    Brigham Young University- Idaho
    Rexburg, ID
  • 06/2022 → 07/2023
    Fidelity Investments
    American Fork, UT
  • 08/2019 → 08/2022
    Utah Valley University
    Orem, UT
  • 07/2023 → 11/2025
    Dxc Technology
    Tulsa, OK
  • 12/2025 → Present
    Fidelity Investments
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Mason Daniel Arnold
  • Mason Arnold

View on SEC IAPD

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