Luis Alberto Garcia

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
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

Menifee, CA • United States

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • 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	Santee	CA	06/2016	06/2018
Wells Fargo Clearing Services Llc	Santee	CA	08/2017	06/2018
United States Coast Guard	San Pedro	CA	08/2007	04/2020
Lpl Financial Llc	La Mesa	CA	06/2018	04/2020
Fidelity Brokerage Services Llc	San Diego	CA	04/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 06/2018

Wells Fargo Bank Na

Santee, CA
08/2017 → 06/2018

Wells Fargo Clearing Services Llc

Santee, CA
08/2007 → 04/2020

United States Coast Guard

San Pedro, CA
06/2018 → 04/2020

Lpl Financial Llc

La Mesa, CA
04/2020 → Present

Fidelity Brokerage Services Llc

San Diego, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-04-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA
2019-10-11 → 2020-03-27

Lpl Financial Llc

La Mesa, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-07-08
S63	Uniform Securities Agent State Law Examination	2017-11-09

S65 Uniform Investment Adviser Law Examination

2019-07-08
S63 Uniform Securities Agent State Law Examination

2017-11-09

Other Names

Luis Garcia
Luis Alberto Garcia

View on SEC IAPD

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