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Samer Georges

Strategic Advisers LLC

Pleasanton, CA

Dublin, 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

Pleasanton, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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
Wells Fargo Bank Na Alamo CA 01/2015 08/2019
Wells Fargo Clearing Services Llc Alamo CA 02/2017 08/2019
Jpmorgan Chase & Co. Blackhawk CA 09/2019 08/2021
Jp Morgan Chase Bank, N.A. Blackhawk CA 09/2019 08/2021
Jp Morgan Securities Llc San Francisco CA 09/2021 05/2024
Fidelity Investments Dublin CA 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 08/2019
    Wells Fargo Bank Na
    Alamo, CA
  • 02/2017 → 08/2019
    Wells Fargo Clearing Services Llc
    Alamo, CA
  • 09/2019 → 08/2021
    Jpmorgan Chase & Co.
    Blackhawk, CA
  • 09/2019 → 08/2021
    Jp Morgan Chase Bank, N.A.
    Blackhawk, CA
  • 09/2021 → 05/2024
    Jp Morgan Securities Llc
    San Francisco, CA
  • 05/2024 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2021-10-19 → 2024-05-02
    J.P. Morgan Securities Llc
    Walnut Creek, CA
    Danville, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Other Businesses

OBA-133250|OrgNmn:Whaleco services LLC|Org Addr:Santa Moni,Arizona,US|OBA Nature:Social Media platform|Invst Rel:N|Title:Blogger|Duties:Post 2 videos on my social media platform talking about their products i received as a review |StrtDt:07-24-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
S63 Uniform Securities Agent State Law Examination 2017-05-15
  • S66 Uniform Combined State Law Examination
    2021-10-01
  • S63 Uniform Securities Agent State Law Examination
    2017-05-15
Other Names
  • Samer Abdo Gerges Hanna
  • Samer Hanna

View on SEC IAPD

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