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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

West Palm Beach, FL • 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
Fidelity Investments Irvine CA 10/2022 Present
Ucla Los Angeles CA 10/2017 06/2018
Ucla Los Angeles CA 09/2018 05/2020
Cinnabar Produce San Juan Capistrano CA 07/2018 08/2018
Cinnabar Produce San Juan Capistrano CA 06/2020 07/2020
Justice Mission Viejo CA 03/2016 12/2016
Ruby's Diner San Juan Capistrano CA 05/2017 10/2017
Rye Electric Inc. Rancho Santa Margarita CA 12/2020 01/2021
Rye Electric Inc. Rancho Santa Margarita CA 01/2021 05/2021
Rye Electric Inc. Rancho Santa Margarita CA 06/2021 09/2021
Full-Time Education San Juan Capistrano CA 01/2017 04/2017
Ucla Los Angeles CA 08/2020 12/2020
Rye Electric Inc. Rancho Santa Margarita CA 10/2021 04/2022
Unemployed Newport Beach CA 05/2022 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → Present
    Fidelity Investments
    Irvine, CA
  • 10/2017 → 06/2018
    Ucla
    Los Angeles, CA
  • 09/2018 → 05/2020
    Ucla
    Los Angeles, CA
  • 07/2018 → 08/2018
    Cinnabar Produce
    San Juan Capistrano, CA
  • 06/2020 → 07/2020
    Cinnabar Produce
    San Juan Capistrano, CA
  • 03/2016 → 12/2016
    Justice
    Mission Viejo, CA
  • 05/2017 → 10/2017
    Ruby's Diner
    San Juan Capistrano, CA
  • 12/2020 → 01/2021
    Rye Electric Inc.
    Rancho Santa Margarita, CA
  • 01/2021 → 05/2021
    Rye Electric Inc.
    Rancho Santa Margarita, CA
  • 06/2021 → 09/2021
    Rye Electric Inc.
    Rancho Santa Margarita, CA
  • 01/2017 → 04/2017
    Full-Time Education
    San Juan Capistrano, CA
  • 08/2020 → 12/2020
    Ucla
    Los Angeles, CA
  • 10/2021 → 04/2022
    Rye Electric Inc.
    Rancho Santa Margarita, CA
  • 05/2022 → 09/2022
    Unemployed
    Newport Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
    West Palm Beach, FL
    Palm Beach Gardens, FL
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-17
S63 Uniform Securities Agent State Law Examination 2023-08-08
  • S66 Uniform Combined State Law Examination
    2024-06-17
  • S63 Uniform Securities Agent State Law Examination
    2023-08-08
Other Names
  • Eliana Panos Vangelos

View on SEC IAPD

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