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Jose Leoncio

Strategic Advisers LLC

Alexandria, VA

Tysons Corner, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Alexandria, VA • United States

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 07/2012 10/2016
Bank Of America, N.A. Vienna VA 02/2013 10/2016
Fidelity Brokerage Services Llc Tysons Corner VA 11/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2012 → 10/2016
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Vienna, VA
  • 02/2013 → 10/2016
    Bank Of America, N.A.
    Vienna, VA
  • 11/2016 → Present
    Fidelity Brokerage Services Llc
    Tysons Corner, VA
  • 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 2013-01-11
  • S66 Uniform Combined State Law Examination
    2013-01-11
Designations
Other Names
  • Joey Macaraeg Leoncio
  • Jose Macaraeg Leoncio
  • Jose M Leoncio

View on SEC IAPD

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