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Trevor James Dufault

Strategic Advisers LLC

Huntington Beach, CA

Irvine, 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

Huntington Beach, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
Mahe Seal Beach CA 04/2016 08/2018
Ola Mexican Kitchen Huntington Beach CA 07/2017 12/2019
Enterprise Rent A Car Boise ID 06/2021 08/2021
Grove Hotel Boise ID 02/2022 04/2022
Fidelity Investments Newport Beach CA 05/2022 Present
Huntington Beach High School Huntington Beach CA 06/2014 06/2018
Boise State University Boise ID 07/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 08/2018
    Mahe
    Seal Beach, CA
  • 07/2017 → 12/2019
    Ola Mexican Kitchen
    Huntington Beach, CA
  • 06/2021 → 08/2021
    Enterprise Rent A Car
    Boise, ID
  • 02/2022 → 04/2022
    Grove Hotel
    Boise, ID
  • 05/2022 → Present
    Fidelity Investments
    Newport Beach, CA
  • 06/2014 → 06/2018
    Huntington Beach High School
    Huntington Beach, CA
  • 07/2018 → 05/2022
    Boise State University
    Boise, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntington Beach, CA
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-17
S63 Uniform Securities Agent State Law Examination 2023-04-10
  • S66 Uniform Combined State Law Examination
    2024-06-17
  • S63 Uniform Securities Agent State Law Examination
    2023-04-10

View on SEC IAPD

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