Ruben H Gomez

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	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Corona, 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

Organization	City	State	From	To
Cuna Brokerage Services, Inc	Waverly	IA	01/2018	05/2021
Schoolsfirst Federal Credit Union	Tustin	CA	04/2012	05/2021
Fidelity Brokerage Services Llc	Salt Lake City	UT	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2018 → 05/2021

Cuna Brokerage Services, Inc

Waverly, IA
04/2012 → 05/2021

Schoolsfirst Federal Credit Union

Tustin, CA
05/2021 → Present

Fidelity Brokerage Services Llc

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-08-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bellflower, CA

Long Beach, CA
2021-01-11 → 2021-04-30

Cuna Brokerage Services, Inc.

Waverly, IA

Tustin, CA

Other Businesses

OBA-132488|OrgNmn:Rover|Org Addr:Corona,California,US|OBA Nature:Pet sitting and walking|Invst Rel:N|Title:Employee|Duties:Checking in on owner's pets while they are away and walking dogs. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-09
S63	Uniform Securities Agent State Law Examination	2018-12-10

S65 Uniform Investment Adviser Law Examination

2021-01-09
S63 Uniform Securities Agent State Law Examination

2018-12-10

Other Names

Ruben Gomez
Ruben Gomez

View on SEC IAPD

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