Best Investors Account Sign in

Jose Velasquez

Strategic Advisers LLC

Garden City, NY

Old Westbury, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1130 Franklin Avenue, Garden City, NY 11530-1687 • United States

Old Westbury, NY • 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
G-Net Solutions Babylon NY 02/2021 09/2021
The Pool Store Of Long Island Locust Valley NY 07/2013 09/2021
Adelphi University Cross Country / Track & Field Team Garden City NY 08/2018 Present
Fidelity Investments Plainview NY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 09/2021
    G-Net Solutions
    Babylon, NY
  • 07/2013 → 09/2021
    The Pool Store Of Long Island
    Locust Valley, NY
  • 08/2018 → Present
    Adelphi University Cross Country / Track & Field Team
    Garden City, NY
  • 09/2021 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
Other Businesses

OBA-69175|OrgNmn:The Pool Store of Long Island|Org Addr:Locust Val,New York,US|OBA Nature:Pool Maintenance Business|Invst Rel:N|Title:Retail Manager and Technician|Duties:In charge of managing inventory as well as going out in the field as a technician|StrtDt:06-11-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-22
  • S66 Uniform Combined State Law Examination
    2022-05-22
Other Names
  • Jose Faustino Velasquez

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

More in Garden City, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor