Best Investors Account Sign in

Valentino Leon

Strategic Advisers LLC

Albany, NY

Albany, NY

CRD 8012989

Claim This Profile
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
TX RA APPROVED 2026-02-04
NY RA APPROVED 2025-06-04
  • TX RA
    APPROVED
    Since 2026-02-04
  • NY RA
    APPROVED
    Since 2025-06-04

Branch Locations

Albany, NY • United States

59 Wolf Rd, Albany, NY 12205-2612 • 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
Enterprise Mobility Albany NY 06/2022 01/2024
United Parcel Service Parsippany NJ 11/2020 01/2021
Self Naples FL 01/2024 05/2024
Unemployed Caldwell NJ 09/2014 11/2020
Unemployed Albany NY 09/2024 11/2024
Fidelity Investments Albany NY 11/2024 Present
Germain Honda Of Naples Naples FL 05/2024 09/2024
Nikos Cafe Albany NY 10/2020 06/2022
  • 06/2022 → 01/2024
    Enterprise Mobility
    Albany, NY
  • 11/2020 → 01/2021
    United Parcel Service
    Parsippany, NJ
  • 01/2024 → 05/2024
    Self
    Naples, FL
  • 09/2014 → 11/2020
    Unemployed
    Caldwell, NJ
  • 09/2024 → 11/2024
    Unemployed
    Albany, NY
  • 11/2024 → Present
    Fidelity Investments
    Albany, NY
  • 05/2024 → 09/2024
    Germain Honda Of Naples
    Naples, FL
  • 10/2020 → 06/2022
    Nikos Cafe
    Albany, NY
Other Businesses

OBA-117643|OrgNmn:Ebay|Org Addr:Rensselaer,New York,US|OBA Nature:Clothing|Invst Rel:N|Title:Owner|Duties:Posting listings for personal second hand clothing|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
  • S66 Uniform Combined State Law Examination
    2025-05-27

View on SEC IAPD

More in Albany, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor