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Derek R. Strombotne

Strategic Advisers LLC

Mission Viejo, CA

Laguna Beach, 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

Laguna Beach, 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
Csu Fullerton Fullerton CA 01/2018 02/2020
Skyworks Solutions Inc. Irvine CA 03/2020 06/2022
Fidelity Investments Laguna Beach CA 01/2024 Present
Pruco Securities Llc Irvine CA 07/2022 12/2023
The Prudential Insurance Company Of America Irvine CA 09/2022 12/2023
Professional Choice Insurance Irvine CA 01/2018 12/2019
Saddleback Community College Mission Viejo CA 08/2013 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 02/2020
    Csu Fullerton
    Fullerton, CA
  • 03/2020 → 06/2022
    Skyworks Solutions Inc.
    Irvine, CA
  • 01/2024 → Present
    Fidelity Investments
    Laguna Beach, CA
  • 07/2022 → 12/2023
    Pruco Securities Llc
    Irvine, CA
  • 09/2022 → 12/2023
    The Prudential Insurance Company Of America
    Irvine, CA
  • 01/2018 → 12/2019
    Professional Choice Insurance
    Irvine, CA
  • 08/2013 → 12/2017
    Saddleback Community College
    Mission Viejo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Laguna Beach, CA
  • 2022-08-26 → 2023-12-01
    Pruco Securities, Llc.
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
  • S66 Uniform Combined State Law Examination
    2022-08-26
Other Names
  • Derek Strombotne
  • Derek R Strombotne

View on SEC IAPD

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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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