Steven Daniel Mako

Strategic Advisers LLC

Staten Island, NY

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Staten Island, 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc	New York	NY	06/2018	12/2020
Pelham Bay And Splitrock Golf Course	Bronx	NY	06/2018	11/2018
Iona College	New Rochelle	NY	12/2017	05/2018
Pelham Bay And Splitrock Golf Course	Bronx	NY	05/2017	11/2017
Iona College	New Rochelle	NY	08/2015	05/2017
Fidelity Investments	New Rochelle	NY	05/2021	Present
Unemployed	New Rochelle	NY	01/2021	04/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2018 → 12/2020

Ameriprise Financial Services, Inc

New York, NY
06/2018 → 11/2018

Pelham Bay And Splitrock Golf Course

Bronx, NY
12/2017 → 05/2018

Iona College

New Rochelle, NY
05/2017 → 11/2017

Pelham Bay And Splitrock Golf Course

Bronx, NY
08/2015 → 05/2017

Iona College

New Rochelle, NY
05/2021 → Present

Fidelity Investments

New Rochelle, NY
01/2021 → 04/2021

Unemployed

New Rochelle, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH
2020-01-23 → 2020-12-31

Ameriprise Financial Services, Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-30

S66 Uniform Combined State Law Examination

2019-09-30

View on SEC IAPD

More in Staten Island, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor