Best Investors Account Sign in

Anna Lisa M Bonichi

Strategic Advisers LLC

Western Springs, IL

Oak Brook, IL

Claim This Profile
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

Western Springs, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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
J.P. Morgan Institutional Investments Inc. Chicago IL 01/2016 03/2018
Jpmorgan Investment Management Inc. Chicago IL 12/2015 03/2018
Fidelity Brokerage Services Llc Chicago IL 04/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 03/2018
    J.P. Morgan Institutional Investments Inc.
    Chicago, IL
  • 12/2015 → 03/2018
    Jpmorgan Investment Management Inc.
    Chicago, IL
  • 04/2018 → Present
    Fidelity Brokerage Services Llc
    Chicago, IL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-04
  • S66 Uniform Combined State Law Examination
    2018-06-04
Other Names
  • Anna Lisa Marie Giustini
  • Annalisa Marie Giustini
  • Annalisa Marie Bonichi
  • Annalisa M Bonichi
  • Anna Lisa Marie Bonichi

View on SEC IAPD

More in Western Springs, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor