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Sydney Kupsh

Strategic Advisers LLC

San Francisco, CA

San Francisco, 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 2025-06-05
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-06-05
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Francisco, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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 Irvine CA 06/2023 08/2023
Ucsb Dsp Santa Barbara CA 06/2021 03/2023
Hotel Santa Barbara Santa Barbara CA 06/2022 08/2022
Chipotle Goleta CA 11/2020 05/2021
Roccos Ristorante Walnut Creek CA 10/2017 03/2018
Unemployed Walnut Creek CA 01/2013 06/2017
Doordash Walnut Creek CA 06/2020 11/2020
Ucsb Department Of Communication Santa Barbara CA 07/2022 06/2023
Concord Community Pool Concord CA 06/2017 07/2019
Sydneys Swimmers (Self Employed) Walnut Creek CA 06/2018 07/2020
Fidelity Investments Irvine CA 06/2024 Present
Marriott - The Ritz Carlton Bacara Santa Barbara CA 06/2021 02/2022
Unemployed Huntington Beach CA 08/2023 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 08/2023
    Fidelity
    Irvine, CA
  • 06/2021 → 03/2023
    Ucsb Dsp
    Santa Barbara, CA
  • 06/2022 → 08/2022
    Hotel Santa Barbara
    Santa Barbara, CA
  • 11/2020 → 05/2021
    Chipotle
    Goleta, CA
  • 10/2017 → 03/2018
    Roccos Ristorante
    Walnut Creek, CA
  • 01/2013 → 06/2017
    Unemployed
    Walnut Creek, CA
  • 06/2020 → 11/2020
    Doordash
    Walnut Creek, CA
  • 07/2022 → 06/2023
    Ucsb Department Of Communication
    Santa Barbara, CA
  • 06/2017 → 07/2019
    Concord Community Pool
    Concord, CA
  • 06/2018 → 07/2020
    Sydneys Swimmers (Self Employed)
    Walnut Creek, CA
  • 06/2024 → Present
    Fidelity Investments
    Irvine, CA
  • 06/2021 → 02/2022
    Marriott - The Ritz Carlton Bacara
    Santa Barbara, CA
  • 08/2023 → 06/2024
    Unemployed
    Huntington Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntington Beach, CA
    Irvine, CA
Other Businesses

OBA-125945|OrgNmn:X Core Pilates|Org Addr:San Francs,California,US|OBA Nature:Pilates classes|Invst Rel:N|Title:Employee|Duties:Teaching 4 pilates classes a week|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
  • S66 Uniform Combined State Law Examination
    2024-11-05
Other Names
  • Sydney Kupsh
  • Sydney Marie Kupsh

View on SEC IAPD

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