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Trevor Douglas Coons

Strategic Advisers LLC

Walnut Creek, CA

Pleasant Hill, 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

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Pleasant Hill, 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 Walnut Creek CA 11/2023 Present
Cybercoders Irvine CA 09/2021 10/2023
Gong San Francisco CA 06/2019 10/2020
Unemployed Pleasant Hill CA 10/2020 09/2021
Lendingclub San Francisco CA 05/2018 06/2019
Horizon Personnel Services Union City CA 07/2017 12/2017
Suitable Technologies Palo Alto CA 12/2015 05/2017
San Francisco State University San Francisco CA 08/2016 05/2017
Unemployed Alamo CA 12/2017 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 09/2021 → 10/2023
    Cybercoders
    Irvine, CA
  • 06/2019 → 10/2020
    Gong
    San Francisco, CA
  • 10/2020 → 09/2021
    Unemployed
    Pleasant Hill, CA
  • 05/2018 → 06/2019
    Lendingclub
    San Francisco, CA
  • 07/2017 → 12/2017
    Horizon Personnel Services
    Union City, CA
  • 12/2015 → 05/2017
    Suitable Technologies
    Palo Alto, CA
  • 08/2016 → 05/2017
    San Francisco State University
    San Francisco, CA
  • 12/2017 → 05/2018
    Unemployed
    Alamo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-05
  • S66 Uniform Combined State Law Examination
    2024-04-05

View on SEC IAPD

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Other Offices

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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