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Vadim Lovinsky

Strategic Advisers LLC

Highland Park, IL

Vernon Hills, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Vernon Hills, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Skokie IL 10/2012 07/2021
Oppenheimer & Co, Inc Chicago IL 07/2021 11/2021
Oppenheimer Chicago IL 07/2021 11/2021
Fifth Third Securities Gurnee IL 11/2021 05/2022
Jp Morgan Skokie IL 01/2009 06/2021
Fifth Third Bank Gurnee IL 11/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
Fidelity Investments Highland Park IL 05/2022 Present
  • 10/2012 → 07/2021
    J.P. Morgan Securities Llc
    Skokie, IL
  • 07/2021 → 11/2021
    Oppenheimer & Co, Inc
    Chicago, IL
  • 07/2021 → 11/2021
    Oppenheimer
    Chicago, IL
  • 11/2021 → 05/2022
    Fifth Third Securities
    Gurnee, IL
  • 01/2009 → 06/2021
    Jp Morgan
    Skokie, IL
  • 11/2021 → 05/2022
    Fifth Third Bank
    Gurnee, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 05/2022 → Present
    Fidelity Investments
    Highland Park, IL
Previous Registrations
  • 2022-08-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
  • 2021-12-09 → 2022-06-01
    Fifth Third Securities, Inc.
    Rosemont, IL
    Strongsville, OH
    Waukegan, IL
    Palatine, IL
    Gurnee, IL
    Buffalo Grove, IL
    Lake Forest, IL
    Mchenry, IL
    Skokie, IL
  • 2021-07-26 → 2021-11-30
    Oppenheimer & Co. Inc.
    Chicago, IL
  • 2012-10-01 → 2021-07-06
    J.P. Morgan Securities Llc
    Skokie, IL
    Skokie, IL
  • 2009-01-22 → 2012-10-01
    Chase Investment Services Corp.
    Skokie, IL
  • 2003-11-21 → 2009-01-20
    Spc
    Des Plaines, IL
    Vernon Hills, IL
  • 2001-10-23 → 2003-06-18
    Morgan Stanley Dw Inc.
    Riverwoods, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-15
  • S66 Uniform Combined State Law Examination
    2001-08-15

View on SEC IAPD

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Other Investors

NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
BLAKE S SCIERA
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

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