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Advisor at STRATEGIC ADVISERS LLC
SUNNYVALE, CA | LOS ALTOS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 15, 2025 | n/a | yes | SUNNYVALE, CA|LOS ALTOS, CA | Current employment |
| FISHER INVESTMENTS | Independent wealth | Apr 18, 2005 | Dec 4, 2024 | no | SAN MATEO, CA|PLANO, TX|WOODSIDE, CA|Los Altos, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | STRATEGIC ADVISERS LLC | Dec 4, 2024 | Apr 15, 2025 | 132 | Firm change | RIA to ibd |