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Bryan Durkee

Strategic Advisers LLC

Mountain View, CA

Lathrop, 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

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States

Lathrop, 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
Apple Inc. Cupertino CA 11/2018 01/2023
Canada Community College Redwood City CA 08/2018 05/2020
Menlo-Atherton High School Atherton CA 08/2014 08/2018
Fidelity Investments Mountain View CA 01/2023 Present
Ohlone College Fremont CA 06/2020 12/2022
El Concilio Of San Mateo East Palo Alto CA 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 01/2023
    Apple Inc.
    Cupertino, CA
  • 08/2018 → 05/2020
    Canada Community College
    Redwood City, CA
  • 08/2014 → 08/2018
    Menlo-Atherton High School
    Atherton, CA
  • 01/2023 → Present
    Fidelity Investments
    Mountain View, CA
  • 06/2020 → 12/2022
    Ohlone College
    Fremont, CA
  • 06/2017 → 08/2017
    El Concilio Of San Mateo
    East Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountain View, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2023-06-09
  • S66 Uniform Combined State Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2023-06-09

View on SEC IAPD

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NIMBLE VENTURE STUDIO LLC
OSAIC ADVISORY SERVICES, LLC
ELEFUND MANAGEMENT COMPANY, LLC

Other Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas
Serop Kupelian
Shahrzad Keshavarz Adeli
MARK RICHARD GORDON
Jessica Ng
LILLIAN GRACE SWENSON

Other Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA
WEALTH ARCHITECTS, LLC · MOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT · MOUNTAIN VIEW, CA
NIMBLE VENTURE STUDIO LLC · MOUNTAIN VIEW, CA
OSAIC ADVISORY SERVICES, LLC · MOUNTAIN VIEW, CA
ELEFUND MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA

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