Best Investors Account Sign in

Alonso Espino

Strategic Advisers LLC

West Chicago, IL

Naperville, IL

Claim This Profile
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

West Chicago, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 06/2019 06/2023
College Of Dupage Glen Ellyn IL 01/2013 08/2017
Northern Illinois University Dekalb IL 08/2017 05/2019
Wireless Choice West Chicago IL 04/2015 06/2018
In The Swim Pool Supplies West Chicago IL 06/2018 05/2019
Fidelity Investments Geneva IL 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 06/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 01/2013 → 08/2017
    College Of Dupage
    Glen Ellyn, IL
  • 08/2017 → 05/2019
    Northern Illinois University
    Dekalb, IL
  • 04/2015 → 06/2018
    Wireless Choice
    West Chicago, IL
  • 06/2018 → 05/2019
    In The Swim Pool Supplies
    West Chicago, IL
  • 06/2023 → Present
    Fidelity Investments
    Geneva, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-13
  • S66 Uniform Combined State Law Examination
    2020-03-13

View on SEC IAPD

More in West Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor