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Lev Asnis

Strategic Advisers LLC

Campbell, CA

San Jose, 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 2025-08-28
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-28
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
OrganizationCityStateFromTo
Unemployed San Jose CA 03/2019 11/2020
Fidelity Investments Campbell CA 07/2024 Present
Unemployed San Jose CA 09/2022 07/2023
Unemployed San Jose CA 06/2002 07/2018
Think Together San Jose CA 07/2023 06/2024
The Home Depot San Jose CA 11/2020 09/2022
Una Mas Mexican Grill Los Gatos CA 07/2018 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 11/2020
    Unemployed
    San Jose, CA
  • 07/2024 → Present
    Fidelity Investments
    Campbell, CA
  • 09/2022 → 07/2023
    Unemployed
    San Jose, CA
  • 06/2002 → 07/2018
    Unemployed
    San Jose, CA
  • 07/2023 → 06/2024
    Think Together
    San Jose, CA
  • 11/2020 → 09/2022
    The Home Depot
    San Jose, CA
  • 07/2018 → 03/2019
    Una Mas Mexican Grill
    Los Gatos, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-06
  • S66 Uniform Combined State Law Examination
    2024-11-06

View on SEC IAPD

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RICHARD ABARCA
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RASHMINA LALANI
DAVID NGUYEN

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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