Victor A Valenzuela

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
CA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-01-13
CA RA
APPROVED

Since 2025-03-31

Branch Locations

Modesto, 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

Organization	City	State	From	To
Wells Fargo Bank Na	Chico	CA	07/2013	05/2017
Wells Fargo Clearing Services Llc	Chico	CA	05/2017	10/2022
Fidelity Investments	Torrance	CA	10/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2013 → 05/2017

Wells Fargo Bank Na

Chico, CA
05/2017 → 10/2022

Wells Fargo Clearing Services Llc

Chico, CA
10/2022 → Present

Fidelity Investments

Torrance, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Modesto, CA
2020-11-23 → 2022-10-25

Wells Fargo Clearing Services, Llc

Chico, CA

Roseville, CA

Fresno, CA

Turlock, CA

Modesto, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-23
S63	Uniform Securities Agent State Law Examination	2017-08-10

S66 Uniform Combined State Law Examination

2020-11-23
S63 Uniform Securities Agent State Law Examination

2017-08-10

Other Names

Victor Valenzuela
Victor Antonio Valenzuela

View on SEC IAPD

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