Best Investors Account Sign in

Bahaa Lattash

Strategic Advisers LLC

Irvine, CA

Corona, CA

Claim This Profile
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

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Corona, 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
Fidelity Investments Irvine CA 12/2022 Present
Citibank Costa Mesa CA 07/2022 12/2022
Paradis Group Usa Llc Los Angeles CA 01/2021 01/2022
Target Corporation Huntington Beach CA 03/2020 04/2020
Nordstrom Inc Newport Beach CA 06/2015 11/2020
Full-Time Student Fullerton CA 08/2019 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Irvine, CA
  • 07/2022 → 12/2022
    Citibank
    Costa Mesa, CA
  • 01/2021 → 01/2022
    Paradis Group Usa Llc
    Los Angeles, CA
  • 03/2020 → 04/2020
    Target Corporation
    Huntington Beach, CA
  • 06/2015 → 11/2020
    Nordstrom Inc
    Newport Beach, CA
  • 08/2019 → 12/2022
    Full-Time Student
    Fullerton, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Other Businesses

OBA-129550|OrgNmn:Paradis Group USA LLC |Org Addr:Los Angele,California,US|OBA Nature:Ice cream maker and seller ope|Invst Rel:N|Title:Independent Contractor|Duties:help with store inventory, staff schedule, and serving/selling ice cream in store|StrtDt:05-02-26|TotHrs/mon:26|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-01
S63 Uniform Securities Agent State Law Examination 2023-07-24
  • S66 Uniform Combined State Law Examination
    2024-05-01
  • S63 Uniform Securities Agent State Law Examination
    2023-07-24
Other Names
  • Billy Lattash

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor