Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-16
  • CA RA
    APPROVED
    Since 2026-07-16

Branch Locations

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • United States

Huntington Beach, 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
Target Westminster CA 09/2020 01/2026
California State University Long Beach CA 07/2021 07/2025
Fidelity Investments Seal Beach CA 01/2026 Present
Mesa View Middle School Huntington Beach CA 07/2014 07/2017
Huntington Beach High School Huntington Beach CA 07/2017 07/2021
  • 09/2020 → 01/2026
    Target
    Westminster, CA
  • 07/2021 → 07/2025
    California State University
    Long Beach, CA
  • 01/2026 → Present
    Fidelity Investments
    Seal Beach, CA
  • 07/2014 → 07/2017
    Mesa View Middle School
    Huntington Beach, CA
  • 07/2017 → 07/2021
    Huntington Beach High School
    Huntington Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-14
  • S66 Uniform Combined State Law Examination
    2026-07-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Seal Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor