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Leonardo J Reyes

Strategic Advisers LLC

Winter Haven, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Winter Haven, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Orlando FL 04/2015 03/2020
Wells Fargo Clearing Services, Llc Orlando FL 11/2019 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 03/2020 01/2022
Bank Of America, N.A. Orlando FL 06/2020 01/2022
Fidelity Investments Jacksonville FL 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 03/2020
    Wells Fargo Bank, Na
    Orlando, FL
  • 11/2019 → 03/2020
    Wells Fargo Clearing Services, Llc
    Orlando, FL
  • 03/2020 → 01/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Orlando, FL
  • 06/2020 → 01/2022
    Bank Of America, N.A.
    Orlando, FL
  • 01/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-28
S63 Uniform Securities Agent State Law Examination 2019-11-26
  • S66 Uniform Combined State Law Examination
    2020-11-28
  • S63 Uniform Securities Agent State Law Examination
    2019-11-26
Other Names
  • Leonardo J Reyes
  • Leonardo Jose Reyes

View on SEC IAPD

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