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Linda Ann Schoff Coletti

Strategic Advisers LLC

Stamford, CT

Ossining, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

869 Washington Blvd, Stamford, CT 06901-2903 • United States

Ossining, NY • 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
David Lerner Associates, Inc White Plains NY 03/2016 08/2018
Fidelity Brokerage Services Llc Stamford CT 09/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 08/2018
    David Lerner Associates, Inc
    White Plains, NY
  • 09/2018 → Present
    Fidelity Brokerage Services Llc
    Stamford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Stamford, CT
Other Businesses

OBA-11120|OrgNmn:Linda Schoff|Org Addr:Ossining,New York,US|OBA Nature:Artist|Invst Rel:N|Title:Mixed Media Artist|Duties:Art work is represented at a few local galleries. Occasionally asked to show my art at local events|StrtDt:08-30-18|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-09
S63 Uniform Securities Agent State Law Examination 2016-08-11
  • S65 Uniform Investment Adviser Law Examination
    2018-11-09
  • S63 Uniform Securities Agent State Law Examination
    2016-08-11
Other Names
  • Linda A Sheff
  • Linda A Schoff
  • Linda Schoff
  • Linda Schoff Coletti

View on SEC IAPD

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Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT

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