Anthony Leonard Catalano

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 02/2017
  J.P. Morgan Securities Llc
  Glenview, IL
• 02/2017 → 08/2019
  U.S. Bancorp Investments, Inc.
  Glenview, IL
• 02/2017 → 08/2019
  U.S. Bank
  Glenview, IL
• 09/2019 → Present
  Fidelity Brokerage Services Llc
  Schaumburg, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-10-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Schaumburg, IL
• 2019-08-07 → 2019-09-13
  U.S. Bancorp Investments, Inc.
  Glenview, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-08-07
• S63 Uniform Securities Agent State Law Examination
  2006-06-19

Other Names

• Anthony L Catalano