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Liana Lacayo

Strategic Advisers LLC

Hollywood, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hollywood, FL • 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 Hallandale FL 09/2019 04/2022
Bank Of America, N.A. Hallandale FL 09/2019 04/2022
Unemployee Hollywood FL 08/2019 08/2019
Wells Fargo Na Davie FL 04/2013 08/2019
Fidelity Investments Hollywood FL 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hallandale, FL
  • 09/2019 → 04/2022
    Bank Of America, N.A.
    Hallandale, FL
  • 08/2019 → 08/2019
    Unemployee
    Hollywood, FL
  • 04/2013 → 08/2019
    Wells Fargo Na
    Davie, FL
  • 04/2022 → Present
    Fidelity Investments
    Hollywood, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-67850|OrgNmn:Amazon Seller|Org Addr:Hollywood,Florida,US|OBA Nature:Sale of books, general merchan|Invst Rel:N|Title:Sole Proprietor|Duties:purchasing inventory and send it to amazon fba|StrtDt:04-13-22|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2021-03-05
Other Names
  • Liana Lacayo
  • Liana L Lacayo

View on SEC IAPD

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