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Steve Gerald Lusietto

Strategic Advisers LLC

Evanston, 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 2025-06-18
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-06-18
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Evanston, 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
Td Ameritrade St. Louis MO 08/2020 02/2021
State Farm Insurance Bloomington IL 05/2020 08/2020
State Farm Insurance Bloomington IL 08/2019 05/2020
Best Buy Bloomington IL 01/2019 08/2019
Best Buy Bloomington IL 08/2018 01/2019
Best Buy Bloomington IL 05/2017 08/2018
Mc Sports Bloomington IL 08/2016 05/2017
Robinhood Financial, Llc Tempe AZ 02/2021 10/2022
Robinhood Markets, Inc Tempe AZ 06/2022 10/2022
Fidelity Scottsdale AZ 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 02/2021
    Td Ameritrade
    St. Louis, MO
  • 05/2020 → 08/2020
    State Farm Insurance
    Bloomington, IL
  • 08/2019 → 05/2020
    State Farm Insurance
    Bloomington, IL
  • 01/2019 → 08/2019
    Best Buy
    Bloomington, IL
  • 08/2018 → 01/2019
    Best Buy
    Bloomington, IL
  • 05/2017 → 08/2018
    Best Buy
    Bloomington, IL
  • 08/2016 → 05/2017
    Mc Sports
    Bloomington, IL
  • 02/2021 → 10/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 06/2022 → 10/2022
    Robinhood Markets, Inc
    Tempe, AZ
  • 11/2022 → Present
    Fidelity
    Scottsdale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-21
S63 Uniform Securities Agent State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2023-10-21
  • S63 Uniform Securities Agent State Law Examination
    2020-11-25
Other Names
  • Steve Gerald Lusietto
  • Steve Gerald Lusietto
  • Steve Lusietto

View on SEC IAPD

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