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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-15
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States

Sylmar, 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
Citibank Glendale CA 07/2015 03/2017
First Republic Securities Company, Llc Los Angeles CA 02/2023 08/2023
California State Polytechnic University, Pomona Pomona CA 06/2014 06/2017
Bank Of America, N.A. Los Angeles CA 09/2023 08/2024
Unemployed Los Angeles CA 06/2017 09/2017
First Republic Bank Los Angeles CA 07/2019 10/2022
Fidelity Investments Burbank CA 08/2024 Present
First Republic Investment Management Inc Los Angeles CA 10/2022 08/2023
City National Bank Los Angeles CA 09/2017 07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 08/2023 08/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 03/2017
    Citibank
    Glendale, CA
  • 02/2023 → 08/2023
    First Republic Securities Company, Llc
    Los Angeles, CA
  • 06/2014 → 06/2017
    California State Polytechnic University, Pomona
    Pomona, CA
  • 09/2023 → 08/2024
    Bank Of America, N.A.
    Los Angeles, CA
  • 06/2017 → 09/2017
    Unemployed
    Los Angeles, CA
  • 07/2019 → 10/2022
    First Republic Bank
    Los Angeles, CA
  • 08/2024 → Present
    Fidelity Investments
    Burbank, CA
  • 10/2022 → 08/2023
    First Republic Investment Management Inc
    Los Angeles, CA
  • 09/2017 → 07/2019
    City National Bank
    Los Angeles, CA
  • 08/2023 → 08/2024
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burbank, CA
  • 2023-09-06 → 2024-08-11
    Los Angeles, CA
  • 2023-06-08 → 2023-08-24
    J.P. Morgan Private Wealth Advisors Llc
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-07
  • S66 Uniform Combined State Law Examination
    2023-06-07
Other Names
  • Areen Minacian Bordshahi

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