Dominic A Levato

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

IL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Yorkville, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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

Organization	City	State	From	To
Dominic Levato	Addison	IL	04/2016	02/2020
Fidelity Investments	Geneva	IL	04/2024	Present
Citigroup	Bloomingdale	IL	06/2017	04/2024
Fidelity Investments	Boston	MA	03/2025	Present

04/2016 → 02/2020

Dominic Levato

Addison, IL
04/2024 → Present

Fidelity Investments

Geneva, IL
06/2017 → 04/2024

Citigroup

Bloomingdale, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-04-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Geneva, IL
2020-06-05 → 2024-04-05

Citigroup Global Markets Inc.

Bloomingdale, IL

Chicago, IL

St. Charles, IL

Darien, IL

Miami, FL

St. Charles, IL

Lombard, IL

Schaumburg, IL

Bloomingdale, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-06-05
S63	Uniform Securities Agent State Law Examination	2014-05-23

S65 Uniform Investment Adviser Law Examination

2020-06-05
S63 Uniform Securities Agent State Law Examination

2014-05-23

Other Names

Dominic Adrian Levato
Dominic Levato

View on SEC IAPD

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