Best Investors Account Sign in

Annalisa Griego

Strategic Advisers LLC

Naperville, IL

Lisle, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-09
  • IL RA
    APPROVED
    Since 2026-05-09

Branch Locations

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

Lisle, 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
Nylife Securities Llc Albuquerque NM 05/2011 09/2021
New York Life Downers Grove IL 08/2019 09/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2021 12/2025
Northwestern Mutual Investment Services Llc Aurora IL 09/2021 12/2025
Unemployed Lisle IL 01/2026 03/2026
Fidelity Investments Naperville IL 03/2026 Present
  • 05/2011 → 09/2021
    Nylife Securities Llc
    Albuquerque, NM
  • 08/2019 → 09/2021
    New York Life
    Downers Grove, IL
  • 09/2021 → 12/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2021 → 12/2025
    Northwestern Mutual Investment Services Llc
    Aurora, IL
  • 01/2026 → 03/2026
    Unemployed
    Lisle, IL
  • 03/2026 → Present
    Fidelity Investments
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-05
S63 Uniform Securities Agent State Law Examination 2012-04-16
  • S66 Uniform Combined State Law Examination
    2026-05-05
  • S63 Uniform Securities Agent State Law Examination
    2012-04-16
Designations
Other Names
  • Annalisa Espinoza
  • Annalisa Garcia
  • Annalisa Espinoza
  • Annalisa Garcia
  • Annalisa Leanor Griego
  • Annalisa Espinoza
  • Annalisa Garcia
  • Annalisa Griego

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
SEQUOIA WEALTH MANAGEMENT, LLC
ACCESS SOFTEK ADVISORY SERVICES
LPL FINANCIAL LLC
SIKICH FINANCIAL
T2 ASSET MANAGEMENT, LLC

Other Investors

DARREL A SWIENTON
JOE MORNHINWEG ESTES
Nichol Stimac
JOHN E ABRAMS
PAUL BURDETTE REIDER
THOMAS JOSEPH PUCCINELLI
BILL LEVI ANDRAE
VICTORIA VANDELEUR

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Naperville, IL
ACCESS SOFTEK ADVISORY SERVICES · NAPERVILLE, IL
LPL FINANCIAL LLC · NAPERVILLE, IL
SIKICH FINANCIAL · Naperville, IL

More in Naperville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor