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Anna Machi

Strategic Advisers LLC

Geneva, IL

Naperville, IL

Oak Brook, IL

Elmhurst, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

987 S Randall Rd, Geneva, IL 60134-3060 • United States

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

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Elmhurst, 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 Westlake TX 10/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → 02/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Chicago, IL
    Deer Park, IL
  • 2018-07-13 → 2019-02-07
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-04-14 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-05-13
S66 Uniform Combined State Law Examination 2014-05-02
  • S63 Uniform Securities Agent State Law Examination
    2021-05-13
  • S66 Uniform Combined State Law Examination
    2014-05-02
Designations
Other Names
  • Bianca Machi
  • Anna Bianca Machi
  • Anna Bianca Machi

View on SEC IAPD

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Other Investors

TIMOTHY ADAM CARPENTER
KYLE MATTHEW LONG
MARK ROBERT BOVA
LISA ANNETTE CONRATH-BOVA
Sharon Ann Piet
Michael James Holevas
Joshua G Zaccanti
Tyler F Wielgos

Other Offices

RHODO WEALTH MANAGEMENT LLC · GENEVA, IL
LONG PLANNING, LLC · GENEVA, IL
LENITY FINANCIAL, INC. · Geneva, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL
MORGAN STANLEY · GENEVA, IL
OSAIC WEALTH, INC. · Geneva, IL
HARBOUR INVESTMENTS, INC. · GENEVA, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL

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