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Ross Gusky

Strategic Advisers LLC

Dublin, CA

Livermore, 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 2025-10-24
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-24
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Livermore, 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 Salt Lake City UT 05/2024 Present
New York Life Insurance Company San Jose CA 11/2023 04/2024
San Jose State University San Jose CA 07/2019 06/2021
-Unemployed -Dublin CA 07/2021 10/2023
Saint Mary'S College Of California Moraga CA 08/2016 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2023 → 04/2024
    New York Life Insurance Company
    San Jose, CA
  • 07/2019 → 06/2021
    San Jose State University
    San Jose, CA
  • 07/2021 → 10/2023
    -Unemployed
    -Dublin, CA
  • 08/2016 → 07/2019
    Saint Mary'S College Of California
    Moraga, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
    Livermore, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-23
  • S66 Uniform Combined State Law Examination
    2024-09-23

View on SEC IAPD

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Other Investors

DANIEL J QUINN
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KAI LI
JUSTIN T SAAR
ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA

Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

More in Dublin, CA

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