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Ryan Bartley

Strategic Advisers LLC

Thousand Oaks, CA

Los Angeles, 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

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Los Angeles, 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 Brokerage Services Llc Santa Barbara CA 10/2016 Present
Best Buy Murrieta CA 06/2015 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → Present
    Fidelity Brokerage Services Llc
    Santa Barbara, CA
  • 06/2015 → 10/2016
    Best Buy
    Murrieta, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-02-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-15
S63 Uniform Securities Agent State Law Examination 2017-05-01
  • S65 Uniform Investment Adviser Law Examination
    2019-02-15
  • S63 Uniform Securities Agent State Law Examination
    2017-05-01
Other Names
  • Ryan Robert Bartley

View on SEC IAPD

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Other Investors

ERIK NICHOLAS HAGGE
DELLON STOUT BARRY
Baker Thomas Burchfield
CINDY BALL TOSHIE
BRADLEY JAMES LUKENS
ANDREW LOUIS TOSHIE
KURT ALLEN WESTON
Todd Augustine

Other Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA

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