Sylvie Leon

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
TX	RA	APPROVED	2025-08-14
CA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-08-14
CA RA
APPROVED

Since 2025-03-31

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Fremont, 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
Wells Fargo Advisors, Llc	San Francisco	CA	07/1998	10/2016
Raymond James Financial Services, Inc.	Pleasanton	CA	10/2016	12/2023
Elevon Wealth Management	Newark	CA	10/2016	12/2023
Unemployed	Fremont	CA	12/2023	07/2024
Fidelity Investments	Palo Alto	CA	07/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/1998 → 10/2016

Wells Fargo Advisors, Llc

San Francisco, CA
10/2016 → 12/2023

Raymond James Financial Services, Inc.

Pleasanton, CA
10/2016 → 12/2023

Elevon Wealth Management

Newark, CA
12/2023 → 07/2024

Unemployed

Fremont, CA
07/2024 → Present

Fidelity Investments

Palo Alto, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-10-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Palo Alto, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-27
S63	Uniform Securities Agent State Law Examination	2017-06-01

S65 Uniform Investment Adviser Law Examination

2024-09-27
S63 Uniform Securities Agent State Law Examination

2017-06-01

View on SEC IAPD

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Other Investors

DANIEL P MCGOVERN

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