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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-17
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-17
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States

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
The Ayco Company, L.P./Mercer Allied Irvine CA 06/2019 01/2021
Acorns Securities Irvine CA 01/2019 06/2019
Wedbush Securities Inc (Eastridge Workforce Solutions) Los Angeles CA 08/2017 08/2018
State Street Bank (Workforce Logiq) Irvine CA 06/2017 08/2017
Dealer Protection Group Irvine CA 08/2016 05/2017
Ca State University Fullerton Fullerton CA 08/2014 05/2017
Unemployed Huntington Beach CA 09/2018 12/2018
Goldman Sachs & Co. Llc Irvine CA 01/2021 07/2021
Fidelity Investments Irvine CA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 01/2019 → 06/2019
    Acorns Securities
    Irvine, CA
  • 08/2017 → 08/2018
    Wedbush Securities Inc (Eastridge Workforce Solutions)
    Los Angeles, CA
  • 06/2017 → 08/2017
    State Street Bank (Workforce Logiq)
    Irvine, CA
  • 08/2016 → 05/2017
    Dealer Protection Group
    Irvine, CA
  • 08/2014 → 05/2017
    Ca State University Fullerton
    Fullerton, CA
  • 09/2018 → 12/2018
    Unemployed
    Huntington Beach, CA
  • 01/2021 → 07/2021
    Goldman Sachs & Co. Llc
    Irvine, CA
  • 07/2021 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-28
  • S66 Uniform Combined State Law Examination
    2019-08-28

View on SEC IAPD

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