Georgia Vitzileos

Strategic Advisers LLC

Highland Park, IL

CRD 6247933

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-05-04

IL RA
APPROVED

Since 2026-05-04

Branch Locations

Skokie, IL • United States

1 Skokie Valley Road, Highland Park, IL 60035-4401 • 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
Charles Schwab	Chicago	IL	04/2019	07/2021
Fidelity Investments	Highland Park	IL	09/2025	Present
Goodyear U.S. Auto	Grayslake	IL	07/2021	11/2024
Unemployed	Northbrook	IL	12/2024	09/2025
Unemployed	Northbrook	IL	06/2017	03/2019
Discover	Riverwoods	IL	06/2016	05/2017

04/2019 → 07/2021

Charles Schwab

Chicago, IL
09/2025 → Present

Fidelity Investments

Highland Park, IL
07/2021 → 11/2024

Goodyear U.S. Auto

Grayslake, IL
12/2024 → 09/2025

Unemployed

Northbrook, IL
06/2017 → 03/2019

Unemployed

Northbrook, IL
06/2016 → 05/2017

Discover

Riverwoods, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-25
S63	Uniform Securities Agent State Law Examination	2013-11-15

S66 Uniform Combined State Law Examination

2026-04-25
S63 Uniform Securities Agent State Law Examination

2013-11-15

View on SEC IAPD

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