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Frank Angelo Brotto

Strategic Advisers LLC

Naperville, IL

Lombard, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

Lombard, 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
Fidelity Investments Naperville IL 07/2021 Present
Osterman & Company Cheshire CT 08/2019 07/2021
Enterprise Leasing Company Of Chicago Llc Lombard IL 06/2016 07/2019
Strategic Advisers Llc Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Naperville, IL
  • 08/2019 → 07/2021
    Osterman & Company
    Cheshire, CT
  • 06/2016 → 07/2019
    Enterprise Leasing Company Of Chicago Llc
    Lombard, IL
  • 03/2025 → Present
    Strategic Advisers Llc
    Boston, MA
Previous Registrations
  • 2022-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2022-01-28

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Naperville, IL
ACCESS SOFTEK ADVISORY SERVICES · NAPERVILLE, IL
LPL FINANCIAL LLC · NAPERVILLE, IL
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