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Gerardo Ramos

Strategic Advisers LLC

San Francisco, CA

Concord, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-12
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

8 Montgomery St, San Francisco, CA 94104-4625 • United States

Concord, 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
Techtronic Industries Anderson SC 06/2022 10/2023
Costco Wholesale Chico CA 06/2020 04/2022
Associated Students Of Chico Chico CA 01/2022 05/2022
Maria Maria Restaurant Danville CA 06/2016 08/2019
Fidelity Investments San Francisco CA 10/2023 Present
California State University, Chico Chico CA 08/2018 05/2022
College Park High School Pleasant Hill CA 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 10/2023
    Techtronic Industries
    Anderson, SC
  • 06/2020 → 04/2022
    Costco Wholesale
    Chico, CA
  • 01/2022 → 05/2022
    Associated Students Of Chico
    Chico, CA
  • 06/2016 → 08/2019
    Maria Maria Restaurant
    Danville, CA
  • 10/2023 → Present
    Fidelity Investments
    San Francisco, CA
  • 08/2018 → 05/2022
    California State University, Chico
    Chico, CA
  • 08/2014 → 05/2018
    College Park High School
    Pleasant Hill, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2024-04-24

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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