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Adam Cafarella

Strategic Advisers LLC

Lake Grove, NY

Rockville Centre, 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

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Rockville Centre, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Garden City NY 12/2014 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → Present
    Fidelity Brokerage Services Llc
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-109978|OrgNmn:Unky Owl LLC|Org Addr:Rockville ,New York,US|OBA Nature:online sales of golf-themed pl|Invst Rel:N|Title:Sole Proprietor|Duties:none other then filing taxes with my CPA and marketing once up and running|StrtDt:07-16-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-09
  • S66 Uniform Combined State Law Examination
    2012-03-09
Other Names
  • Adam M Cafarella
  • Adam Michael Cafarella

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

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