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Richard Abarca

Strategic Advisers LLC

Campbell, CA

Hollister, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

Hollister, 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
Pruco Securities, Llc Sherman Oaks CA 06/2017 03/2018
California State University Northridge Northridge CA 05/2016 05/2017
Bancwest Investment Services San Jose CA 03/2018 08/2019
Fidelity Brokerage Services Campbell CA 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 03/2018
    Pruco Securities, Llc
    Sherman Oaks, CA
  • 05/2016 → 05/2017
    California State University Northridge
    Northridge, CA
  • 03/2018 → 08/2019
    Bancwest Investment Services
    San Jose, CA
  • 07/2019 → Present
    Fidelity Brokerage Services
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2018-04-09 → 2019-08-06
    Bancwest Investment Services, Inc.
    Torrance, CA
    Los Gatos, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
  • 2017-10-30 → 2018-03-30
    Pruco Securities, Llc.
    Sherman Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-09
  • S66 Uniform Combined State Law Examination
    2017-08-09

View on SEC IAPD

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DAVID NGUYEN
KYRA ARIELLE CASANOVA JARO

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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