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Anthony Tarantola

Strategic Advisers LLC

Renton, WA

Redmond, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Renton, WA • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • 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
J.P. Morgan Securities Llc Mercer Island WA 07/2019 06/2021
Jpmorgan Chase Bank, N.A. Mercer Island WA 07/2019 06/2021
Umpqua Holdings Corp. Bellevue WA 04/2016 06/2019
Wells Fargo Clearing Services, Llc Mercer Island WA 06/2021 10/2022
Wells Fargo Bank, Na Mercer Island WA 06/2021 10/2022
Fidelity Investments Redmond WA 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 06/2021
    J.P. Morgan Securities Llc
    Mercer Island, WA
  • 07/2019 → 06/2021
    Jpmorgan Chase Bank, N.A.
    Mercer Island, WA
  • 04/2016 → 06/2019
    Umpqua Holdings Corp.
    Bellevue, WA
  • 06/2021 → 10/2022
    Wells Fargo Clearing Services, Llc
    Mercer Island, WA
  • 06/2021 → 10/2022
    Wells Fargo Bank, Na
    Mercer Island, WA
  • 11/2022 → Present
    Fidelity Investments
    Redmond, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
  • 2021-08-09 → 2022-11-09
    Wells Fargo Clearing Services, Llc
    Mercer Island, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-09
S63 Uniform Securities Agent State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2021-08-09
  • S63 Uniform Securities Agent State Law Examination
    2019-08-30
Other Names
  • Anthony Joseph Tarantola
  • Anthony J Tarantola

View on SEC IAPD

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