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Cody Donati

Strategic Advisers LLC

Aurora, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-12
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Aurora, IL • 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 Schaumburg IL 06/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → Present
    Fidelity Brokerage Services Llc
    Schaumburg, IL
  • 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
    Granger, IN
  • 2016-07-22 → 2018-07-13
    Strategic Advisers Llc
    Schaumburg, IL
    South Bend, IN
  • 2013-01-31 → 2016-06-16
    Pnc Wealth Management Llc
    Huntley, IL
    Elgin, IL
    Elgin, IL
    West Dundee, IL
    Elgin, IL
    Elgin, IL
    Belvidere, IL
    Cyrstal Lake, IL
    Algonquin, IL
  • 2011-09-12 → 2013-01-04
    Edward Jones
    St Louis, MO
    Lake In The Hills, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-15
  • S66 Uniform Combined State Law Examination
    2011-07-15
Other Names
  • Cody William Donati
  • Cody W Donati

View on SEC IAPD

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