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Gregory Giandalone

Strategic Advisers LLC

Chappaqua, NY

Ridgefield, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

480 Bedford Road, Chappaqua, NY 10514-1715 • United States

Ridgefield, CT • 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
Td Ameritrade Santa Monica CA 05/2016 05/2020
Fidelity Brokerage Services Llc Santa Monica CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 05/2020
    Td Ameritrade
    Santa Monica, CA
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Santa Monica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
    Chappaqua, NY
  • 2016-06-14 → 2020-05-29
    Td Ameritrade, Inc.
    Los Angeles, CA
  • 2016-06-14 → 2020-05-29
    Td Ameritrade Investment Management, Llc
    Santa Monica, CA
  • 2015-10-01 → 2016-05-16
    Ameriprise Financial Services, Llc
    Los Angeles, CA
  • 2011-09-07 → 2015-05-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    White Plains, NY
    White Plains, NY
    El Segundo, CA
    Greenwich, CT
    Beverly Hills, CA
    Beverly Hills, CA
Other Businesses

OBA-16395|OrgNmn:Enagic|Org Addr:Ridgefield,Connecticu,US|OBA Nature:Distribution of water ionizing|Invst Rel:N|Title:Distributor|Duties:Distribute(sell) water ionizing machines and other products.|StrtDt:10-01-19|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-01
S63 Uniform Securities Agent State Law Examination 2009-09-09
  • S66 Uniform Combined State Law Examination
    2011-09-01
  • S63 Uniform Securities Agent State Law Examination
    2009-09-09
Designations
Other Names
  • Gregory Giandalone
  • Gregory Michael Giandalone
  • Gregory M Giandalone

View on SEC IAPD

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JOSEPH VESSECCHIA
THOMAS M. FOX

Other Offices

WESFAIR ADVISORY GROUP, INC. · CHAPPAQUA, NY
COMMONWEALTH FINANCIAL NETWORK · Chappaqua, NY
J.P. MORGAN SECURITIES LLC · Chappaqua, NY
KOHLBERG & COMPANY · MOUNT KISCO, NY
EDENBROOK CAPITAL, LLC · MOUNT KISCO, NY
CETERA INVESTMENT ADVISERS LLC · MOUNT KISCO, NY
J.P. MORGAN SECURITIES LLC · CHAPPAQUA, NY
SAMALIN WEALTH · CHAPPAQUA, NY

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