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Steven Schroeder

Strategic Advisers LLC

Oak Brook, IL

Sleepy Hollow, 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

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Sleepy Hollow, 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
Fidelity Brokerage Services Llc Geneva IL 04/2016 11/2018
Td Ameritrade St. Charles IL 11/2018 07/2020
Fidelity Investments Oak Brook IL 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 11/2018
    Fidelity Brokerage Services Llc
    Geneva, IL
  • 11/2018 → 07/2020
    Td Ameritrade
    St. Charles, IL
  • 07/2020 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
  • 2018-12-06 → 2020-07-08
    Td Ameritrade, Inc.
    St. Charles, IL
    Park Ridge, IL
    Schaumburg, IL
  • 2018-12-06 → 2020-07-08
    Td Ameritrade Investment Management, Llc
    St. Charles, IL
    Park Ridge, IL
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-22
S63 Uniform Securities Agent State Law Examination 2016-07-21
  • S66 Uniform Combined State Law Examination
    2017-06-22
  • S63 Uniform Securities Agent State Law Examination
    2016-07-21
Designations
Other Names
  • Steve Robert Schroeder
  • Steven Robert Schroeder
  • Steven Schroeder

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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