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Brooks Stephen Carroll

Strategic Advisers LLC

San Diego, CA

San Diego, 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 2026-02-05
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-05
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Diego, CA • United States

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • 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
Doordash Carmichael CA 11/2020 02/2024
Goodleap Roseville CA 01/2022 04/2022
The Energy Company San Diego CA 01/2023 04/2023
Wildcat Recreation Center Chico CA 09/2017 12/2019
Goodleap Roseville CA 04/2022 08/2022
Carmichael Recreation And Park District Carmichael CA 05/2018 08/2020
Fidelity Investments San Diego CA 02/2024 Present
Glen Oaks Swimming And Tennis Carmichael CA 05/2014 07/2019
Student Carmichael CA 08/2020 11/2020
Massmutual Pacific La Jolla CA 08/2023 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → 02/2024
    Doordash
    Carmichael, CA
  • 01/2022 → 04/2022
    Goodleap
    Roseville, CA
  • 01/2023 → 04/2023
    The Energy Company
    San Diego, CA
  • 09/2017 → 12/2019
    Wildcat Recreation Center
    Chico, CA
  • 04/2022 → 08/2022
    Goodleap
    Roseville, CA
  • 05/2018 → 08/2020
    Carmichael Recreation And Park District
    Carmichael, CA
  • 02/2024 → Present
    Fidelity Investments
    San Diego, CA
  • 05/2014 → 07/2019
    Glen Oaks Swimming And Tennis
    Carmichael, CA
  • 08/2020 → 11/2020
    Student
    Carmichael, CA
  • 08/2023 → 10/2023
    Massmutual Pacific
    La Jolla, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2024-09-30
Other Names
  • Brooks S Carroll
  • Brooks Stephen Carroll

View on SEC IAPD

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