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Augustin Delgado

Strategic Advisers LLC

Scarsdale, NY

Bronx, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States

Bronx, 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
Jpmorgan Chase Bank Na White Plains NY 05/2010 07/2020
J.P. Morgan Securities Llc White Plains NY 10/2012 07/2020
Rockefeller Financial Llc Greenwich CT 07/2020 07/2022
Fidelity Investments Scarsdale NY 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2010 → 07/2020
    Jpmorgan Chase Bank Na
    White Plains, NY
  • 10/2012 → 07/2020
    J.P. Morgan Securities Llc
    White Plains, NY
  • 07/2020 → 07/2022
    Rockefeller Financial Llc
    Greenwich, CT
  • 07/2022 → Present
    Fidelity Investments
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
  • 2020-07-10 → 2022-08-03
    Rockefeller Financial Llc
    Stamford, CT
    Bronx, NY
    Greenwich, CT
    New York, NY
  • 2016-09-15 → 2020-07-13
    J.P. Morgan Securities Llc
    Thornwood, NY
    White Plains, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-18
S63 Uniform Securities Agent State Law Examination 2010-06-29
  • S66 Uniform Combined State Law Examination
    2016-08-18
  • S63 Uniform Securities Agent State Law Examination
    2010-06-29
Other Names
  • Augustin Delgado
  • Augustin Delgado

View on SEC IAPD

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