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Ian Currier

Strategic Advisers LLC

San Diego, 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
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Diego, 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
Wells Fargo Bank, Na Seal Beach CA 05/2016 03/2022
Wells Fargo Clearing Services Llc Seal Beach CA 07/2017 03/2022
Fidelity Investments Long Beach CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 03/2022
    Wells Fargo Bank, Na
    Seal Beach, CA
  • 07/2017 → 03/2022
    Wells Fargo Clearing Services Llc
    Seal Beach, CA
  • 04/2022 → Present
    Fidelity Investments
    Long Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Long Beach, CA
  • 2021-02-06 → 2022-03-30
    Wells Fargo Clearing Services, Llc
    Seal Beach, CA
    Irvine, CA
    Seal Beach, CA
    Seal Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
S63 Uniform Securities Agent State Law Examination 2017-11-14
  • S66 Uniform Combined State Law Examination
    2021-02-05
  • S63 Uniform Securities Agent State Law Examination
    2017-11-14
Other Names
  • Ian Currier
  • Ian James Currier
  • Ian J Currier

View on SEC IAPD

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