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Garret Warren

Strategic Advisers LLC

Tucson, AZ

Tucson, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-22
AZ RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-22
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Tucson, AZ • 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
Dairy Queen Tucson AZ 01/2019 10/2021
Longview Insurance & Investments Tucson AZ 08/2022 05/2024
Sabino High School Tucson AZ 08/2016 05/2020
University Of Arizona Tucson AZ 08/2020 05/2024
Fidelity Investments Tucson AZ 05/2024 Present
G&A Cpas & Advisors Tucson AZ 10/2021 10/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → 10/2021
    Dairy Queen
    Tucson, AZ
  • 08/2022 → 05/2024
    Longview Insurance & Investments
    Tucson, AZ
  • 08/2016 → 05/2020
    Sabino High School
    Tucson, AZ
  • 08/2020 → 05/2024
    University Of Arizona
    Tucson, AZ
  • 05/2024 → Present
    Fidelity Investments
    Tucson, AZ
  • 10/2021 → 10/2022
    G&A Cpas & Advisors
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tucson, AZ
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2024-09-26

View on SEC IAPD

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Other Investors

MARTIN ANTHONY SMITH
ALEXANDER DEVEREAUX PARRS
ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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