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Gustavo Sanchez

Strategic Advisers LLC

Larkspur, CA

Corte Madera, 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

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Corte Madera, 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
Fidelity Investments Larkspur CA 10/2023 Present
Patelco Credit Union Novato CA 08/2022 10/2023
Whole Foods Market Petaluma CA 03/2020 08/2022
Mary'S Pizza Shack Petaluma CA 12/2018 03/2019
Red Boy Pizza Petaluma CA 12/2018 12/2018
Kohls Petaluma CA 10/2017 03/2018
T.J. Maxx Petaluma CA 02/2014 12/2016
Santa Rosa Junior College Santa Rosa CA 06/2017 08/2020
Sonoma State Univesrity Rohnert Park CA 09/2020 06/2022
Sonoma State University Rohnert Park CA 08/2016 05/2017
Unemployed Petaluma CA 03/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Larkspur, CA
  • 08/2022 → 10/2023
    Patelco Credit Union
    Novato, CA
  • 03/2020 → 08/2022
    Whole Foods Market
    Petaluma, CA
  • 12/2018 → 03/2019
    Mary'S Pizza Shack
    Petaluma, CA
  • 12/2018 → 12/2018
    Red Boy Pizza
    Petaluma, CA
  • 10/2017 → 03/2018
    Kohls
    Petaluma, CA
  • 02/2014 → 12/2016
    T.J. Maxx
    Petaluma, CA
  • 06/2017 → 08/2020
    Santa Rosa Junior College
    Santa Rosa, CA
  • 09/2020 → 06/2022
    Sonoma State Univesrity
    Rohnert Park, CA
  • 08/2016 → 05/2017
    Sonoma State University
    Rohnert Park, CA
  • 03/2018 → 12/2018
    Unemployed
    Petaluma, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-21
  • S66 Uniform Combined State Law Examination
    2023-09-21

View on SEC IAPD

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