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Leander Antonio

Strategic Advisers LLC

Livermore, CA

Dublin, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Livermore, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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 Walnut Creek CA 11/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2010 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 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
    Dublin, CA
    Livermore, CA
  • 2010-12-16 → 2018-07-13
    Strategic Advisers Llc
    Dublin, CA
    Walnut Creek, CA
  • 2005-01-05 → 2010-10-08
    Ubs Financial Services Inc.
    San Mateo, CA
    San Mateo, CA
  • 2004-04-19 → 2005-01-03
    Td Ameritrade, Inc.
    San Mateo, CA
  • 1999-04-19 → 2002-07-02
    Citigroup Global Markets Inc.
    San Mateo, CA
Other Businesses

OBA-118637|OrgNmn:Federal Firearms License|Org Addr:Livermore,California,US|OBA Nature:Engage in the business of manu|Invst Rel:N|Title:Federal Firearms License holder|Duties:Engage in the business of manufacturing, importing, or selling firearms and ammunition|StrtDt:01-01-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-29
S63 Uniform Securities Agent State Law Examination 1994-12-21
  • S65 Uniform Investment Adviser Law Examination
    1999-03-29
  • S63 Uniform Securities Agent State Law Examination
    1994-12-21
Other Names
  • Nick Antonio
  • Nick Antonio
  • Lee Antonio
  • Leander Carl Antonio

View on SEC IAPD

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