Steven Sehrer

Strategic Advisers LLC

Newport Beach, CA

Claim This Profile

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

Newport Beach, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
Fidelity Brokerage Services Llc	Irvine	CA	05/2018	Present
N/A	Huntington Beach	CA	05/2018	05/2018
Appleone	Huntington Beach	CA	06/2016	05/2018
Fidelity Investments	Boston	MA	03/2025	Present

05/2018 → Present

Fidelity Brokerage Services Llc

Irvine, CA
05/2018 → 05/2018

N/A

Huntington Beach, CA
06/2016 → 05/2018

Appleone

Huntington Beach, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-09-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Irvine, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-09
S63	Uniform Securities Agent State Law Examination	2018-08-24

S66 Uniform Combined State Law Examination

2019-09-09
S63 Uniform Securities Agent State Law Examination

2018-08-24

Other Names

Steven Andrew Sehrer

View on SEC IAPD

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor