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Anali Elias

Strategic Advisers LLC

Brea, CA

Anaheim, 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 2026-08-08
  • CA RA
    APPROVED
    Since 2026-08-08

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

Anaheim, 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
Unemployed Anaheim CA 04/2020 04/2022
Mejuri Costa Mesa CA 06/2024 09/2025
Guess/ Defunct Costa Mesa CA 09/2016 01/2017
Stuart Weitzman Costa Mesa CA 06/2019 05/2020
David Yurman Costa Mesa CA 09/2023 06/2024
Barns And Noble Tustin CA 04/2022 06/2022
Prada Costa Mesa CA 06/2022 09/2023
Fidelity Investments Brea CA 02/2026 Present
Sunglass Hut/ Defunct Costa Mesa CA 05/2016 08/2018
Brian Lichtenberg Los Angeles CA 06/2016 06/2019
Unemployed Anaheim CA 09/2025 01/2026
  • 04/2020 → 04/2022
    Unemployed
    Anaheim, CA
  • 06/2024 → 09/2025
    Mejuri
    Costa Mesa, CA
  • 09/2016 → 01/2017
    Guess/ Defunct
    Costa Mesa, CA
  • 06/2019 → 05/2020
    Stuart Weitzman
    Costa Mesa, CA
  • 09/2023 → 06/2024
    David Yurman
    Costa Mesa, CA
  • 04/2022 → 06/2022
    Barns And Noble
    Tustin, CA
  • 06/2022 → 09/2023
    Prada
    Costa Mesa, CA
  • 02/2026 → Present
    Fidelity Investments
    Brea, CA
  • 05/2016 → 08/2018
    Sunglass Hut/ Defunct
    Costa Mesa, CA
  • 06/2016 → 06/2019
    Brian Lichtenberg
    Los Angeles, CA
  • 09/2025 → 01/2026
    Unemployed
    Anaheim, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29

View on SEC IAPD

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KEVIN OWEN SIMON
CHRISTINA MOON

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

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