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Kevin Hoai Nguyen

Strategic Advisers LLC

El Segundo, CA

Gardena, CA

Brea, 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

2009 Park Place, El Segundo, CA 90245-4754 • United States

Gardena, CA • United States

815 E Birch St, Brea, CA 92821-5765 • 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
Jp Morgan Chase Bank Dublin CA 08/2017 11/2019
Unemployed Alameda CA 07/2017 08/2017
At&T Mountain View CA 10/2013 05/2017
De Anza College Cupertino CA 06/2011 06/2017
San Jose State University San Jose State CA 08/2008 05/2017
Jp Morgan Securities Llc Dublin CA 08/2017 11/2019
Fidelity Investments Santa Monica CA 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 11/2019
    Jp Morgan Chase Bank
    Dublin, CA
  • 07/2017 → 08/2017
    Unemployed
    Alameda, CA
  • 10/2013 → 05/2017
    At&T
    Mountain View, CA
  • 06/2011 → 06/2017
    De Anza College
    Cupertino, CA
  • 08/2008 → 05/2017
    San Jose State University
    San Jose State, CA
  • 08/2017 → 11/2019
    Jp Morgan Securities Llc
    Dublin, CA
  • 12/2019 → Present
    Fidelity Investments
    Santa Monica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-26
S63 Uniform Securities Agent State Law Examination 2017-12-08
  • S66 Uniform Combined State Law Examination
    2022-03-26
  • S63 Uniform Securities Agent State Law Examination
    2017-12-08

View on SEC IAPD

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Other Offices

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WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EL SEGUNDO, CA
SOLACE CAPITAL PARTNERS, L.P. · EL SEGUNDO, CA
STRANDVIEW CAPITAL, LLC · EL SEGUNDO, CA
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