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Eddaliz Colon Santiago

Strategic Advisers LLC

Rochester, NY

Fairport, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
NY RA APPROVED 2025-06-02
  • TX RA
    APPROVED
    Since 2026-01-08
  • NY RA
    APPROVED
    Since 2025-06-02

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Fairport, 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
Merrill Lynch Rochester NY 06/2021 11/2022
Fidelity Investments Rochester NY 07/2024 Present
Alesco Advisors Llc Rochester NY 11/2022 07/2024
Bank Of America Rochester NY 09/2014 06/2021
  • 06/2021 → 11/2022
    Merrill Lynch
    Rochester, NY
  • 07/2024 → Present
    Fidelity Investments
    Rochester, NY
  • 11/2022 → 07/2024
    Alesco Advisors Llc
    Rochester, NY
  • 09/2014 → 06/2021
    Bank Of America
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-06
  • S66 Uniform Combined State Law Examination
    2025-03-06
Other Names
  • Eddaliz Colã³N Santiago
  • Eddaliz Colon
  • Eddaliz Colonsantiago

View on SEC IAPD

Other Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

More in Rochester, NY

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