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Valerie Sitarz

Strategic Advisers LLC

Plainfield, IL

Naperville, 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

Plainfield, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
Charles Schwab & Co., Inc. Schaumburg IL 05/2022 03/2024
Charles Schwab Bank, Ssb Schaumburg IL 05/2022 03/2024
Prounlimited Schaumburg IL 02/2022 05/2022
Club Z Tutoring Plainfield IL 10/2021 05/2022
Uiuc Department Of Chemistry Urbana IL 08/2018 12/2019
Full Time Education Urbana IL 08/2015 12/2019
Worldwise Tutoring Chicago IL 10/2021 04/2022
By Your Side Autism Therapy Services Darien IL 07/2020 10/2021
Uiuc Department Of Athletics Urbana IL 08/2017 08/2018
Unemployed Plainfield IL 01/2020 06/2020
Fidelity Investments Naperville IL 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 03/2024
    Charles Schwab & Co., Inc.
    Schaumburg, IL
  • 05/2022 → 03/2024
    Charles Schwab Bank, Ssb
    Schaumburg, IL
  • 02/2022 → 05/2022
    Prounlimited
    Schaumburg, IL
  • 10/2021 → 05/2022
    Club Z Tutoring
    Plainfield, IL
  • 08/2018 → 12/2019
    Uiuc Department Of Chemistry
    Urbana, IL
  • 08/2015 → 12/2019
    Full Time Education
    Urbana, IL
  • 10/2021 → 04/2022
    Worldwise Tutoring
    Chicago, IL
  • 07/2020 → 10/2021
    By Your Side Autism Therapy Services
    Darien, IL
  • 08/2017 → 08/2018
    Uiuc Department Of Athletics
    Urbana, IL
  • 01/2020 → 06/2020
    Unemployed
    Plainfield, IL
  • 04/2024 → Present
    Fidelity Investments
    Naperville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
  • 2023-01-01 → 2024-04-05
    Charles Schwab & Co., Inc.
    Schaumburg, IL
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-31
  • S66 Uniform Combined State Law Examination
    2022-12-31
Other Names
  • Valerie O. Sitarz
  • Valerie Sitarz
  • Valeria Sitarz
  • Valerie Olivia Sitarz

View on SEC IAPD

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