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Mitchel Fortin

Strategic Advisers LLC

San Clemente, CA

Mission Viejo, 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 Clemente, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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
Fidelity Investments Mission Viejo CA 10/2023 Present
Enervee Venice CA 04/2022 05/2023
Unemployed Unemployed CA 06/2023 09/2023
Green Goddess Collective Venice CA 01/2021 03/2022
Silicon Valley Bank San Francisco CA 03/2020 12/2020
Gentle Giant San Francisco CA 02/2020 02/2020
Modern Bride And Formal Shop Bedford NH 09/2019 01/2020
Aztec Financial Services Luxembourg 01/2019 08/2019
Unemployed Unemployed 10/2018 12/2018
Vodafone Luxembourg 09/2017 09/2018
Candia Woods Golf Links Candia NH 06/2012 08/2017
Sacred Heart University Fairfield CT 08/2013 05/2017
Sacred Heart University Luxembourg 08/2017 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 04/2022 → 05/2023
    Enervee
    Venice, CA
  • 06/2023 → 09/2023
    Unemployed
    Unemployed, CA
  • 01/2021 → 03/2022
    Green Goddess Collective
    Venice, CA
  • 03/2020 → 12/2020
    Silicon Valley Bank
    San Francisco, CA
  • 02/2020 → 02/2020
    Gentle Giant
    San Francisco, CA
  • 09/2019 → 01/2020
    Modern Bride And Formal Shop
    Bedford, NH
  • 01/2019 → 08/2019
    Aztec Financial Services
    Luxembourg
  • 10/2018 → 12/2018
    Unemployed
    Unemployed
  • 09/2017 → 09/2018
    Vodafone
    Luxembourg
  • 06/2012 → 08/2017
    Candia Woods Golf Links
    Candia, NH
  • 08/2013 → 05/2017
    Sacred Heart University
    Fairfield, CT
  • 08/2017 → 08/2019
    Sacred Heart University
    Luxembourg
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
    San Clemente, CA
Other Businesses

OBA-124289|OrgNmn:Mitchel Fortin|Org Addr:San Clemen,California,US|OBA Nature:Selling sports card/trading ca|Invst Rel:N|Title:No title|Duties:Selling sports card/trading cards on ebay|StrtDt:08-04-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-26
  • S66 Uniform Combined State Law Examination
    2024-06-26

View on SEC IAPD

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