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Dimitra Spandonidis

Strategic Advisers LLC

Chicago, IL

Chicago, IL

CRD 7008798

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Chicago, IL • United States

401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • 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
Edward Jones St Louis MO 09/2018 Present
Mongo Mcmichael's Romeoville IL 09/2009 09/2017
Flyer Enterprises/Artstreet Cafe Dayton OH 09/2014 05/2018
Aflac Inc. Chicago IL 06/2017 08/2017
University Of Dayton Dayton OH 08/2017 05/2018
Unemployed Dayton OH 06/2018 08/2018
Fidelity Investments Chicago IL 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → Present
    St Louis, MO
  • 09/2009 → 09/2017
    Mongo Mcmichael's
    Romeoville, IL
  • 09/2014 → 05/2018
    Flyer Enterprises/Artstreet Cafe
    Dayton, OH
  • 06/2017 → 08/2017
    Aflac Inc.
    Chicago, IL
  • 08/2017 → 05/2018
    University Of Dayton
    Dayton, OH
  • 06/2018 → 08/2018
    Unemployed
    Dayton, OH
  • 07/2022 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2018-11-29 → 2022-07-18
    Chicago, IL
    St Louis, MO
    Orland Park, IL
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-28
  • S66 Uniform Combined State Law Examination
    2018-11-28
Designations
  • Certified Financial Planner
Other Names
  • Dimitra Spandonidis
  • Dimitra Artemis Spandonidis

View on SEC IAPD

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