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Steven Cueto

Strategic Advisers LLC

Highland Park, IL

Grayslake, 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_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Grayslake, IL • 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
Peachcap Securities Inc Atlanta GA 09/2018 01/2023
Anixter Glenview IL 07/2018 09/2018
Exclusive Seating Chicago IL 07/2010 07/2018
Fidelity Investments Highland Park IL 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 01/2023
    Peachcap Securities Inc
    Atlanta, GA
  • 07/2018 → 09/2018
    Anixter
    Glenview, IL
  • 07/2010 → 07/2018
    Exclusive Seating
    Chicago, IL
  • 01/2023 → Present
    Fidelity Investments
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
  • 2020-06-03 → 2023-01-31
    Peachcap Tax & Advisory, Llc
    Atlanta, GA
    Rolling Meadows, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-27
S63 Uniform Securities Agent State Law Examination 2019-10-02
  • S66 Uniform Combined State Law Examination
    2020-01-27
  • S63 Uniform Securities Agent State Law Examination
    2019-10-02
Other Names
  • Steven Fernando Cueto

View on SEC IAPD

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BLAKE S SCIERA
HOWARD ROBERT KLIEGER
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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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