Bogdan Shostak

Strategic Advisers LLC

Lake Forest, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-25
TX	RA	APPROVED	2026-02-25

CA RA
APPROVED

Since 2026-02-25
TX RA
APPROVED

Since 2026-02-25

Branch Locations

Lake Forest, 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
Linguistic Gymnasium #35	Almaty		09/2012	09/2019
Corona Del Mar High School	Newport Beach	CA	08/2019	07/2023
Nekter Juice Bar	Costa Mesa	CA	07/2023	10/2023
The Word And Brown Companies	Orange	CA	08/2023	12/2023
New York Life Insurance Company	Glendale	CA	09/2023	10/2024
Coastline College	Newport Beach	CA	09/2024	06/2025
Westpac Wealth Partners	Costa Mesa	CA	11/2024	06/2025
Fidelity Investments	Sacramento	CA	07/2025	Present

09/2012 → 09/2019

Linguistic Gymnasium #35

Almaty
08/2019 → 07/2023

Corona Del Mar High School

Newport Beach, CA
07/2023 → 10/2023

Nekter Juice Bar

Costa Mesa, CA
08/2023 → 12/2023

The Word And Brown Companies

Orange, CA
09/2023 → 10/2024

New York Life Insurance Company

Glendale, CA
09/2024 → 06/2025

Coastline College

Newport Beach, CA
11/2024 → 06/2025

Westpac Wealth Partners

Costa Mesa, CA
07/2025 → Present

Fidelity Investments

Sacramento, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-08-29

S63 Uniform Securities Agent State Law Examination

2024-08-29

View on SEC IAPD

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