Marie Wreaks

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-25
TX	RA	APPROVED	2026-02-25

CA RA
APPROVED

Since 2026-02-25
TX RA
APPROVED

Since 2026-02-25

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

San Jose, 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

Organization	City	State	From	To
Leeanne Sera Dds Inc	Santa Clara	CA	09/2013	04/2024
Fidelity Investments	Palo Alto	CA	05/2024	Present

09/2013 → 04/2024

Leeanne Sera Dds Inc

Santa Clara, CA
05/2024 → Present

Fidelity Investments

Palo Alto, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-19

S66 Uniform Combined State Law Examination

2025-03-19

Other Names

Mia Wreaks
Marie Wreaks
Marie Antoinette Wreaks
Marie Antoinette Rognas

View on SEC IAPD

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