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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

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

Torrance, 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 Vanguard Group, Inc. Scottsdale AZ 10/2017 08/2019
The Vanguard Group, Inc. Scottsdale AZ 08/2019 08/2021
Pr For Artists Los Angeles CA 08/2016 12/2016
Unknown Labs Pr Venice CA 01/2017 05/2017
Ccilu Torrance CA 06/2017 08/2017
Lmu Bookstore Los Angeles CA 08/2017 09/2017
Fidelity Investments Torrance CA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 08/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2019 → 08/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2016 → 12/2016
    Pr For Artists
    Los Angeles, CA
  • 01/2017 → 05/2017
    Unknown Labs Pr
    Venice, CA
  • 06/2017 → 08/2017
    Ccilu
    Torrance, CA
  • 08/2017 → 09/2017
    Lmu Bookstore
    Los Angeles, CA
  • 08/2021 → Present
    Fidelity Investments
    Torrance, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-16
S63 Uniform Securities Agent State Law Examination 2019-10-28
  • S66 Uniform Combined State Law Examination
    2023-02-16
  • S63 Uniform Securities Agent State Law Examination
    2019-10-28
Other Names
  • Iliana Rosales

View on SEC IAPD

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