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Steven Ghio

Strategic Advisers LLC

Seattle, WA

Issaquah, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1518 6Th Ave, Seattle, WA 98101-1706 • United States

Issaquah, WA • 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
Fidelity Investments Seattle WA 02/2024 Present
Design Realty Kirkland WA 06/2022 12/2023
Heaton Dainard Bellevue WA 06/2019 06/2022
Caliber Bellevue WA 06/2016 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2024 → Present
    Fidelity Investments
    Seattle, WA
  • 06/2022 → 12/2023
    Design Realty
    Kirkland, WA
  • 06/2019 → 06/2022
    Heaton Dainard
    Bellevue, WA
  • 06/2016 → 06/2019
    Caliber
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Issaquah, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
S65 Uniform Investment Adviser Law Examination 2000-01-26
S63 Uniform Securities Agent State Law Examination 2000-01-22
  • S66 Uniform Combined State Law Examination
    2024-08-12
  • S65 Uniform Investment Adviser Law Examination
    2000-01-26
  • S63 Uniform Securities Agent State Law Examination
    2000-01-22
Other Names
  • Steve Ghio
  • Steve Hansen

View on SEC IAPD

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