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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

ANGELICA DE LEON

Advisor at STRATEGIC ADVISERS LLC

SAN YSIDRO, CA

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Search this name across graphsid dfx:ria:130c2c90-3a56-cfc0-7309-efe8aa2a9633

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 26, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 26, 2009
First registration: Mar 27, 2009
Dual registered: yes, broker-dealer
Other names: ANGELICA RAMIREZ|ANGELICA D LEON|ANGELICA CASTRO RAMIREZ|ANGELICA DE LEON|ANGIE DE LEON|ANGELICA DELEON
IAPD individual key: 5588529

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SAN YSIDRO, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 9, 2022	Mar 31, 2025	no	SAN YSIDRO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 19, 2016	Mar 14, 2022	no	LA JOLLA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 5, 2015	Jan 5, 2016	no	BONITA, CA\|BONITA, CA\|RIVERSIDE, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Nov 26, 2014	no	CHULA VISTA, CA\|SAN DIEGO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Mar 27, 2009	Jan 3, 2011	no	SAN DIEGO, CA\|CHULA VISTA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
WELLS FARGO ADVISORS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 14, 2022	Jun 9, 2022	87	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jan 5, 2016	Dec 19, 2016	349	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 26, 2014	Aug 5, 2015	252	Firm change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:288590:CA:2022-03-14	Mar 14, 2022	Jun 9, 2022	LA JOLLA, CA	Firm change

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 9, 2022 to Mar 31, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 19, 2016 to Mar 14, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 5, 2015 to Jan 5, 2016factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 27, 2009 to Jan 3, 2011factForm ADV

Dated events

Occurred
Mar 14, 2022
Advisor changed firm
Angelica De Leon left Wells Fargo Advisors for Fidelity Personal And Workplace Advisors (registered 2022-06-09)
Form ADVobserved 4 days ago