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Derek Pinedo

Strategic Advisers LLC

Jersey City, NJ

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-09
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-07-09
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jersey City, NJ • United States

320 Park Avenue, New York, NY 10022-6815 • United States

1356 Third Avenue, New York, NY 10075-0461 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2016 03/2022
Northwestern Mutual Investment Services Llc New York NY 06/2017 03/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2018 03/2022
Fidelity Investments New York NY 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 03/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2017 → 03/2022
    Northwestern Mutual Investment Services Llc
    New York, NY
  • 01/2018 → 03/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2017-12-29
  • S66 Uniform Combined State Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2017-12-29
Other Names
  • Derek Pinedo
  • Derek Joseph Pinedo

View on SEC IAPD

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