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Louis William Pasquale

Strategic Advisers LLC

Roslyn, NY

Melville, 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 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

Melville, NY • 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 Brokerage Services Llc New York NY 09/2005 06/2018
Charles Schwab & Co., Inc. Lake Grove NY 06/2018 09/2021
Charles Schwab Bank Ssb Lake Grove NY 06/2018 09/2021
Fidelity Investments Roslyn NY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2005 → 06/2018
    Fidelity Brokerage Services Llc
    New York, NY
  • 06/2018 → 09/2021
    Charles Schwab & Co., Inc.
    Lake Grove, NY
  • 06/2018 → 09/2021
    Charles Schwab Bank Ssb
    Lake Grove, NY
  • 09/2021 → Present
    Fidelity Investments
    Roslyn, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-05
S63 Uniform Securities Agent State Law Examination 1995-09-01
  • S66 Uniform Combined State Law Examination
    2006-05-05
  • S63 Uniform Securities Agent State Law Examination
    1995-09-01
Designations
Other Names
  • Louis W Pasquale
  • Louis William Pasquale
  • Louis William Pasquale
  • Louis W Pasquale
  • Louis Pasquale

View on SEC IAPD

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