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Payton Annabel Blair

Strategic Advisers LLC

San Juan Capistrano, CA

Irvine, 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 2025-07-30
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-07-30
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Juan Capistrano, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
Stj Consulting Services, Llc Lake Forest CA 05/2023 10/2023
Unemployed San Juan Capistrano CA 11/2023 02/2024
University Of California, Berkeley Berkeley CA 08/2019 08/2023
U.S. House Of Representatives Oceanside CA 02/2024 04/2024
Unemployed San Juan Capistrano CA 05/2024 06/2024
Saddleback Valley Christian Schools San Juan Capistrano CA 08/2018 05/2019
Fidelity Investments Newport Beach CA 07/2024 Present
Unemployed San Juan Capistrano CA 05/2019 08/2019
Jserra Catholic High School San Juan Capistrano CA 08/2015 11/2016
Excel Charter School San Juan Capistrano CA 11/2016 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → 10/2023
    Stj Consulting Services, Llc
    Lake Forest, CA
  • 11/2023 → 02/2024
    Unemployed
    San Juan Capistrano, CA
  • 08/2019 → 08/2023
    University Of California, Berkeley
    Berkeley, CA
  • 02/2024 → 04/2024
    U.S. House Of Representatives
    Oceanside, CA
  • 05/2024 → 06/2024
    Unemployed
    San Juan Capistrano, CA
  • 08/2018 → 05/2019
    Saddleback Valley Christian Schools
    San Juan Capistrano, CA
  • 07/2024 → Present
    Fidelity Investments
    Newport Beach, CA
  • 05/2019 → 08/2019
    Unemployed
    San Juan Capistrano, CA
  • 08/2015 → 11/2016
    Jserra Catholic High School
    San Juan Capistrano, CA
  • 11/2016 → 08/2018
    Excel Charter School
    San Juan Capistrano, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newport Beach, CA
    San Juan Capistrano, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
  • S66 Uniform Combined State Law Examination
    2024-12-17
Other Names
  • Payton A Blair
  • Payton Annabel Blair

View on SEC IAPD

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