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Jeffery Leon Pilate

Strategic Advisers LLC

Deltona, FL

CRD 1860229

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Deltona, FL • 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
The Brokers Network Maitland FL 12/2015 04/2021
The Leaders Group Inc Littleton CO 11/2017 12/2021
The Brokers Network Llc Maitland FL 04/2021 12/2021
Fidelity Investments Jacksonville FL 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 04/2021
    The Brokers Network
    Maitland, FL
  • 11/2017 → 12/2021
    The Leaders Group Inc
    Littleton, CO
  • 04/2021 → 12/2021
    The Brokers Network Llc
    Maitland, FL
  • 12/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sanford, FL
  • 2003-02-26 → 2006-08-10
    Charles Schwab & Co., Inc.
    Orlando, FL
    Maitland, FL
Other Businesses

OBA-125371|OrgNmn:G3 Church Next|Org Addr:Sanford,Florida,US|OBA Nature:Church|Invst Rel:N|Title:Secretary|Duties:Keep Notes from meetings and record votes|StrtDt:01-31-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-09
S63 Uniform Securities Agent State Law Examination 1990-03-23
  • S66 Uniform Combined State Law Examination
    2022-08-09
  • S63 Uniform Securities Agent State Law Examination
    1990-03-23
Other Names
  • Jeffery L Pilate
  • Jeff Pilate
  • Jeffery Pilate
  • Jeffery Leon Pilate
  • Jeffrey Leon Pilate

View on SEC IAPD

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