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Lisa Reddo

Strategic Advisers LLC

Saint James, NY

Plainview, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Saint James, NY • United States

1551 Old Country Rd, Plainview, NY 11803-5014 • 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
Fidelity Investments Huntington NY 05/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → Present
    Fidelity Investments
    Huntington, NY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Saint James, NY
    Saint James, NY
  • 2014-04-04 → 2018-07-13
    Strategic Advisers Llc
    Huntington Station, NY
  • 2010-10-25 → 2012-05-04
    Bny Mellon Securities Corporation
    Uniondale, NY
  • 2008-07-14 → 2010-10-21
    Td Ameritrade, Inc.
    Huntington Station, NY
  • 2008-07-14 → 2010-10-21
    Td Ameritrade Investment Management, Llc
    Melville, NY
  • 2003-10-13 → 2006-10-23
    Bny Mellon Securities Corporation
    Uniondale, NY
    Uniondale, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-21
S63 Uniform Securities Agent State Law Examination 1990-08-17
  • S65 Uniform Investment Adviser Law Examination
    2002-03-21
  • S63 Uniform Securities Agent State Law Examination
    1990-08-17
Other Names
  • Lisa Marie Fricke
  • Lisa Marie Reddo
  • Lisa M Reddo

View on SEC IAPD

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