Craig S Vento

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 04/2017
  Waddell & Reed, Inc
  Waukesha, WI
• 02/2015 → 04/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Pewaukee, WI
• 05/2016 → 12/2019
  Richmond School
  Sussex, WI
• 12/2016 → 12/2019
  Menards
  Pewaukee, WI
• 04/2017 → 01/2021
  Td Ameritrade
  Brookfield, WI
• 07/2021 → 10/2021
  Bmo Harris Bank
  Brookfield, WI
• 07/2021 → 10/2021
  Lpl Financial Llc
  Brookfield, WI
• 02/2021 → 06/2021
  Unemployed
  Pewaukee, WI
• 10/2021 → Present
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Pewaukee, WI
• 2021-07-29 → 2021-10-04
  Lpl Financial Llc
  Brookfield, WI
• 2017-05-03 → 2021-01-11
  Td Ameritrade, Inc.
  Brookfield, WI
• 2017-05-03 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Brookfield, WI
• 2015-02-06 → 2017-04-26
  Waddell & Reed
  Waukesha, WI
• 2012-10-01 → 2015-02-18
  J.P. Morgan Securities Llc
  Germantown, WI
  Butler, WI
  Milwaukee, WI
  Milwaukee, WI
  Milwaukee, WI
  Butler, WI
  Milwaukee, WI
  Milwaukee, WI
  Milwaukee, WI
• 2007-04-09 → 2012-10-01
  Chase Investment Services Corp.
  Germantown, WI
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2002-08-16

Other Names

• Craig Steven Vento
• Craig S Vento