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Strategic Advisers LLC

Walnut Creek, CA

Walnut Creek, 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

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Walnut Creek, 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
Unify Financial Credit Union Concord CA 10/2022 11/2022
Holbrook Heights Community Association Concord CA 06/2017 11/2019
Bank Of America Martinez CA 12/2022 05/2023
Noah's Bagels Sacramento CA 02/2022 05/2022
Nettouch Consulting Concord CA 12/2017 10/2021
Unemployed Concord CA 02/2012 06/2017
Fidelity Investments Walnut Creek CA 05/2023 Present
Doordash Concord CA 05/2019 10/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 11/2022
    Unify Financial Credit Union
    Concord, CA
  • 06/2017 → 11/2019
    Holbrook Heights Community Association
    Concord, CA
  • 12/2022 → 05/2023
    Bank Of America
    Martinez, CA
  • 02/2022 → 05/2022
    Noah's Bagels
    Sacramento, CA
  • 12/2017 → 10/2021
    Nettouch Consulting
    Concord, CA
  • 02/2012 → 06/2017
    Unemployed
    Concord, CA
  • 05/2023 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 05/2019 → 10/2022
    Doordash
    Concord, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-26
  • S66 Uniform Combined State Law Examination
    2022-11-26
Other Names
  • Haden Michael Licon
  • Haden M Licon

View on SEC IAPD

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ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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