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Mario Diaz

Strategic Advisers LLC

Larkspur, CA

Vallejo, 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 2025-08-26
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-26
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Vallejo, 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
Unemployed Vallejo CA 05/2019 10/2019
Full Time Education Claremont CA 08/2016 05/2017
Fidelity Investments Salt Lake City UT 04/2024 Present
Unemployed Vallejo CA 01/2024 04/2024
Reali Inc San Mateo CA 01/2020 03/2020
Yelp Inc San Francisco CA 08/2017 08/2018
Uber Eats Vallejo CA 10/2023 01/2024
Versal Group Inc San Francisco CA 08/2018 05/2019
Oakland Pro Soccer Llc Oakland CA 03/2020 03/2020
Unemployed Vallejo CA 05/2017 08/2017
Reali Inc San Mateo CA 06/2020 11/2020
Unemployed Vallejo CA 03/2020 06/2020
Unemployed Vallejo CA 11/2020 06/2022
Los Angeles Sparks Los Angeles CA 05/2016 10/2016
Oakland Pro Soccer Llc Walnut Creek CA 10/2019 11/2019
Unemployed Vallejo CA 11/2019 01/2020
R&R Craftails Inc Benicia CA 06/2022 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 10/2019
    Unemployed
    Vallejo, CA
  • 08/2016 → 05/2017
    Full Time Education
    Claremont, CA
  • 04/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2024 → 04/2024
    Unemployed
    Vallejo, CA
  • 01/2020 → 03/2020
    Reali Inc
    San Mateo, CA
  • 08/2017 → 08/2018
    Yelp Inc
    San Francisco, CA
  • 10/2023 → 01/2024
    Uber Eats
    Vallejo, CA
  • 08/2018 → 05/2019
    Versal Group Inc
    San Francisco, CA
  • 03/2020 → 03/2020
    Oakland Pro Soccer Llc
    Oakland, CA
  • 05/2017 → 08/2017
    Unemployed
    Vallejo, CA
  • 06/2020 → 11/2020
    Reali Inc
    San Mateo, CA
  • 03/2020 → 06/2020
    Unemployed
    Vallejo, CA
  • 11/2020 → 06/2022
    Unemployed
    Vallejo, CA
  • 05/2016 → 10/2016
    Los Angeles Sparks
    Los Angeles, CA
  • 10/2019 → 11/2019
    Oakland Pro Soccer Llc
    Walnut Creek, CA
  • 11/2019 → 01/2020
    Unemployed
    Vallejo, CA
  • 06/2022 → 10/2023
    R&R Craftails Inc
    Benicia, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Rafael, CA
    Larkspur, CA
    Vallejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
  • S66 Uniform Combined State Law Examination
    2024-12-17

View on SEC IAPD

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BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA
AMERICAN PACIFIC GROUP · LARKSPUR, CA

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