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Anthony Caracciolo

Strategic Advisers LLC

Highland Park, IL

Mundelein, 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

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Mundelein, 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
Iss Global North Chicago IL 10/2019 10/2021
Global Trade Review Balham 06/2018 09/2018
Abbvie, Inc. North Chicago IL 06/2016 10/2016
Kingston University Of London Kingston 04/2016 09/2018
Kingston University Of London Kingston 09/2018 07/2019
Unemployed Chicago IL 07/2019 10/2019
Fidelity Investments Highland Park IL 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 10/2021
    Iss Global
    North Chicago, IL
  • 06/2018 → 09/2018
    Global Trade Review
    Balham
  • 06/2016 → 10/2016
    Abbvie, Inc.
    North Chicago, IL
  • 04/2016 → 09/2018
    Kingston University Of London
    Kingston
  • 09/2018 → 07/2019
    Kingston University Of London
    Kingston
  • 07/2019 → 10/2019
    Unemployed
    Chicago, IL
  • 10/2021 → Present
    Fidelity Investments
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-04-11
Other Names
  • Anthony Talor Caracciolo
  • Anthony Caracciolo

View on SEC IAPD

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Other Investors

NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
BLAKE S SCIERA
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

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