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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Chicago, IL • United States

401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • 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
Merchant Warehouse Boston MA 06/2009 06/2018
Morgan Stanley Garden City NY 03/2015 09/2017
Morgan Stanley Private Bank, National Association New York NY 04/2015 09/2017
Brookhaven Memorial Hospital Patchogue NY 03/2014 03/2017
E*Trade Securities Llc Chicago IL 09/2017 08/2022
E*Trade Capital Management Llc Chicago IL 09/2017 08/2022
Fidelity Investments Chicago IL 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2009 → 06/2018
    Merchant Warehouse
    Boston, MA
  • 03/2015 → 09/2017
    Garden City, NY
  • 04/2015 → 09/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 03/2014 → 03/2017
    Brookhaven Memorial Hospital
    Patchogue, NY
  • 09/2017 → 08/2022
    E*Trade Securities Llc
    Chicago, IL
  • 09/2017 → 08/2022
    E*Trade Capital Management Llc
    Chicago, IL
  • 09/2022 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2017-09-20 → 2022-09-12
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
    Chicago, IL
  • 2015-03-20 → 2017-09-18
    Jericho, NY
    Garden City, NY
    Chicago, IL
  • 2011-08-18 → 2015-03-23
    Great Neck, NY
    Smithtown, NY
    Roslyn Heights, NY
Other Businesses

OBA-91824|OrgNmn:Slated homes LLC|Org Addr:chicago,Illinois,US|OBA Nature:LLC used for Realestate flippi|Invst Rel:Y|Title:My wife is the president and sole|Duties:Owned by my wife. I co-sign the loans if needed |StrtDt:04-01-22|TotHrs/mon:2|TrdHrs/mon:0|OBA-91801|OrgNmn:Adams Street Capital LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Holding company for my persona|Invst Rel:Y|Title:General partner / Sole Memeber|Duties:source tenants and occational repairs as needed |StrtDt:06-28-18|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-15
S63 Uniform Securities Agent State Law Examination 2010-04-06
  • S65 Uniform Investment Adviser Law Examination
    2011-08-15
  • S63 Uniform Securities Agent State Law Examination
    2010-04-06
Other Names
  • John Abreu
  • Joao C De Abreu
  • Joao ^ Abreu
  • Joao ^ De Abreu
  • Joao Abreu

View on SEC IAPD

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