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Angela Ana Gaetano

Strategic Advisers LLC

Greenwood Village, CO

Englewood, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Englewood, CO • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2020 04/2021
Charles Schwab Corp Phoenix AZ 06/2020 08/2020
Self-Employed Phoenix AZ 07/2018 04/2021
Diocese Of Phoenix Phoenix AZ 06/2014 01/2020
Fidelity Investments Greenwood Village CO 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 04/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2020 → 08/2020
    Charles Schwab Corp
    Phoenix, AZ
  • 07/2018 → 04/2021
    Self-Employed
    Phoenix, AZ
  • 06/2014 → 01/2020
    Diocese Of Phoenix
    Phoenix, AZ
  • 04/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-59234|OrgNmn:Cactus Fashion|Org Addr:Englewood,Colorado,US|OBA Nature:Resell Fashion on Poshmark|Invst Rel:N|Title:Owner|Duties:An hour a week at most|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
S63 Uniform Securities Agent State Law Examination 2020-10-22
  • S66 Uniform Combined State Law Examination
    2022-03-07
  • S63 Uniform Securities Agent State Law Examination
    2020-10-22
Other Names
  • Angela A Gaetano
  • Angela Gaetano
  • Angela Ana Gaetano

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
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ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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