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Kevin John Borrelli

Strategic Advisers LLC

Huntington Beach, CA

Seal Beach, 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

Huntington Beach, CA • United States

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 01/2017 08/2022
Bank Of America N.A. Newport Beach CA 01/2017 08/2022
Baja Sharkeez Restaurant Group Huntington Beach CA 11/2011 01/2017
Fidelity Investments Seal Beach CA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 08/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newport Beach, CA
  • 01/2017 → 08/2022
    Bank Of America N.A.
    Newport Beach, CA
  • 11/2011 → 01/2017
    Baja Sharkeez Restaurant Group
    Huntington Beach, CA
  • 08/2022 → Present
    Fidelity Investments
    Seal Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-14
  • S66 Uniform Combined State Law Examination
    2019-01-14
Other Names
  • Kevin Borrelli
  • Kevin John Borrelli
  • Kevin J Borrelli
  • Kevin John Borrelli
  • Kevin J Borrelli
  • Kevin John Borrelli

View on SEC IAPD

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