Dylan J Talerico

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
TX	RA	APPROVED	2025-03-31
WI	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
WI RA
APPROVED

Since 2025-03-31

Branch Locations

8235 Greenway Blvd, Middleton, WI 53562-3581 • United States

Oregon, WI • 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
Fidelity Brokerage Services Llc	Middleton	WI	08/2015	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → Present

Fidelity Brokerage Services Llc

Middleton, WI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-01-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Middleton, WI
2014-06-03 → 2015-08-03

Associated Investment Services, Inc.

Madison, WI
2014-01-28 → 2014-05-14

Cetera Wealth Services, Llc

Madison, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-01-27

S66 Uniform Combined State Law Examination

2014-01-27

Designations

Other Names

Dylan James Talerico

View on SEC IAPD

Other Firms

CANOPY WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

JACOBSON & SCHMITT ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

Other Investors

JOHN-THOMAS PETREE

JAMES P SOLBERG

BRANDON JOHN GASSER

ALEX DAVID BROST

MICHELLE ROSALYN TODD

ALINA M. ANDRECAN

Other Offices

CANOPY WEALTH MANAGEMENT · MIDDLETON, WI

MORGAN STANLEY · Middleton, WI

AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI

JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI

CHARLES SCHWAB & CO., INC. · Middleton, WI

EDWARD JONES · MIDDLETON, WI

More in Middleton, WI

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