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Vincent Larocca

Strategic Advisers LLC

San Francisco, CA

Burlingame, 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

San Francisco, CA • United States

1411 Chapin Avenue, Burlingame, CA 94010-4002 • 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
T-Mobile Usa San Francisco CA 09/2016 03/2023
Fidelity Investments Burlingame CA 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 03/2023
    T-Mobile Usa
    San Francisco, CA
  • 03/2023 → Present
    Fidelity Investments
    Burlingame, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlingame, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
S63 Uniform Securities Agent State Law Examination 2023-08-09
  • S66 Uniform Combined State Law Examination
    2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2023-08-09
Other Names
  • Vincent William Larocca

View on SEC IAPD

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