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Diego Armando Chalco

Strategic Advisers LLC

Chappaqua, NY

Valhalla, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

480 Bedford Road, Chappaqua, NY 10514-1715 • United States

Valhalla, NY • 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. Malvern PA 10/2020 05/2022
Julie Mullaney, Attorney At Law Mount Kisco NY 11/2014 09/2020
Iona College New Rochelle NY 02/2018 05/2019
Law Office Of W. Paul Alvarez, Pllc Pleasantville NY 01/2022 06/2022
Fidelity Investments Chappaqua NY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 05/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2014 → 09/2020
    Julie Mullaney, Attorney At Law
    Mount Kisco, NY
  • 02/2018 → 05/2019
    Iona College
    New Rochelle, NY
  • 01/2022 → 06/2022
    Law Office Of W. Paul Alvarez, Pllc
    Pleasantville, NY
  • 06/2022 → Present
    Fidelity Investments
    Chappaqua, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chappaqua, NY
Other Businesses

OBA-69472|OrgNmn:Law Office of W. Paul Alvarez|Org Addr:Pleasantvi,New York,US|OBA Nature:Immigration Attorney|Invst Rel:N|Title:Employee|Duties:Administrative|StrtDt:01-03-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-11
S63 Uniform Securities Agent State Law Examination 2020-12-11
  • S66 Uniform Combined State Law Examination
    2022-08-11
  • S63 Uniform Securities Agent State Law Examination
    2020-12-11

View on SEC IAPD

Other Firms

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COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
KOHLBERG & COMPANY
EDENBROOK CAPITAL, LLC
CETERA INVESTMENT ADVISERS LLC
SAMALIN WEALTH
BJS ADVISORS

Other Investors

Jacob Hadad
DANIEL JOHN GRIFFIN
DEREK ADNAMS
JOHN J. HAYES
NICOLE MARIE LOPEZ
HERNANDO PAREDES
JOSEPH VESSECCHIA
THOMAS M. FOX

Other Offices

WESFAIR ADVISORY GROUP, INC. · CHAPPAQUA, NY
COMMONWEALTH FINANCIAL NETWORK · Chappaqua, NY
J.P. MORGAN SECURITIES LLC · Chappaqua, NY
KOHLBERG & COMPANY · MOUNT KISCO, NY
EDENBROOK CAPITAL, LLC · MOUNT KISCO, NY
CETERA INVESTMENT ADVISERS LLC · MOUNT KISCO, NY
J.P. MORGAN SECURITIES LLC · CHAPPAQUA, NY
SAMALIN WEALTH · CHAPPAQUA, NY

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