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Sam Elgoual Elgoual

Strategic Advisers LLC

El Segundo, CA

Playa Del Rey, 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

Playa Del Rey, 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
Wells Fargo Bank Na Alhambra CA 03/2016 05/2019
Wells Fargo Clearing Services Llc Alhambra CA 04/2018 05/2019
Student Los Angeles CA 04/2008 06/2017
Fidelity Brokerage Services Llc Los Angeles CA 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 05/2019
    Wells Fargo Bank Na
    Alhambra, CA
  • 04/2018 → 05/2019
    Wells Fargo Clearing Services Llc
    Alhambra, CA
  • 04/2008 → 06/2017
    Student
    Los Angeles, CA
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-06
S63 Uniform Securities Agent State Law Examination 2018-08-30
  • S65 Uniform Investment Adviser Law Examination
    2020-02-06
  • S63 Uniform Securities Agent State Law Examination
    2018-08-30
Other Names
  • Sam Elgoual

View on SEC IAPD

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Other Offices

MORGAN STANLEY · El Segundo, CA
WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
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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