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Garrett Vitangeli

Strategic Advisers LLC

Burlingame, CA

San Carlos, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-06
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States

San Carlos, 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
Unemployed / Finishing School San Carlos CA 02/2022 11/2022
Equitable Advisors, Llc New York NY 11/2022 08/2024
Decorative Plumbing Supply San Carlos CA 09/2011 01/2022
Fidelity Investments Burlingame CA 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 11/2022
    Unemployed / Finishing School
    San Carlos, CA
  • 11/2022 → 08/2024
    Equitable Advisors, Llc
    New York, NY
  • 09/2011 → 01/2022
    Decorative Plumbing Supply
    San Carlos, CA
  • 09/2024 → Present
    Fidelity Investments
    Burlingame, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlingame, CA
  • 2023-01-04 → 2024-08-01
    Equitable Advisors, Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-22
  • S66 Uniform Combined State Law Examination
    2022-12-22
Other Names
  • Garrett Vitangeli
  • Garrett L Vitangeli
  • Garrett Lawrence Vitangeli

View on SEC IAPD

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JACKSON WILLIAMS KEMPKER
ELENA NETTA FASSIO

Other Offices

JARIS ASSET MANAGEMENT · BURLINGAME, CA
HOMEBREW VENTURES · BURLINGAME, CA
YK BIOVENTURES · BURLINGAME, CA
J.P. MORGAN SECURITIES LLC · BURLINGAME, CA
INDEPENDENCE SQUARE HOLDINGS, LLC · Burlingame, CA
REFACTOR CAPITAL MANAGEMENT, LLC · BURLINGAME, CA
POPLAR POINT CAPITAL MANAGEMENT LLC · BURLINGAME, CA
GAVILAN INVESTMENT PARTNERS LLC · BURLINGAME, CA

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