Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Dublin, 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
Meta Pleasant Hill CA 10/2021 11/2022
Unemployed Pleasant Hill CA 12/2022 01/2023
Employment Development Department San Francisco CA 05/2021 07/2021
Fidelity Investments Folsom CA 04/2024 Present
Burberry San Francisco CA 02/2021 03/2021
Unemployed San Francisco CA 08/2021 08/2021
Desigual San Francisco CA 10/2015 09/2016
Louis Vuitton San Francisco CA 06/2018 05/2020
Unemployed San Francisco CA 04/2021 04/2021
Unemployed Elk Grove CA 01/2024 03/2024
Gap San Francisco CA 04/2017 06/2018
Athleta San Francisco CA 09/2016 04/2017
Unemployed San Francisco CA 06/2020 01/2021
Grocery Outlet Inc Emeryville CA 09/2021 09/2021
World Financial Group San Francisco CA 11/2015 12/2016
Hanover Walnut Creek Walnut Creek CA 02/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 11/2022
    Meta
    Pleasant Hill, CA
  • 12/2022 → 01/2023
    Unemployed
    Pleasant Hill, CA
  • 05/2021 → 07/2021
    Employment Development Department
    San Francisco, CA
  • 04/2024 → Present
    Fidelity Investments
    Folsom, CA
  • 02/2021 → 03/2021
    Burberry
    San Francisco, CA
  • 08/2021 → 08/2021
    Unemployed
    San Francisco, CA
  • 10/2015 → 09/2016
    Desigual
    San Francisco, CA
  • 06/2018 → 05/2020
    Louis Vuitton
    San Francisco, CA
  • 04/2021 → 04/2021
    Unemployed
    San Francisco, CA
  • 01/2024 → 03/2024
    Unemployed
    Elk Grove, CA
  • 04/2017 → 06/2018
    Gap
    San Francisco, CA
  • 09/2016 → 04/2017
    Athleta
    San Francisco, CA
  • 06/2020 → 01/2021
    Unemployed
    San Francisco, CA
  • 09/2021 → 09/2021
    Grocery Outlet Inc
    Emeryville, CA
  • 11/2015 → 12/2016
    World Financial Group
    San Francisco, CA
  • 02/2023 → 12/2023
    Hanover Walnut Creek
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Folsom, CA
    Folsom, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-19
  • S66 Uniform Combined State Law Examination
    2025-02-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dublin, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor