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Lance Anthony Dinatale

Strategic Advisers LLC

Washington, DC

Washington, DC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-06-17
TX RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-06-17
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Washington, DC • 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 Investments Denver CO 07/2022 Present
Shipbob Inc. Chicago IL 09/2021 05/2022
Jimmy Johns Tuscaloosa AL 08/2020 08/2021
The Edge Fitness Clubs Trumbull CT 05/2018 01/2019
Michael Anthony's Tuscan Grille Milford CT 04/2015 05/2018
Lockmasters Inc. Nicholasville KY 05/2019 07/2019
Unemployed Milford CT 01/2019 05/2019
Unemployed Milford CT 07/2019 08/2020
Student Tuscaloosa AL 08/2017 05/2021
Unemployed Lakewood CO 05/2022 07/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Denver, CO
  • 09/2021 → 05/2022
    Shipbob Inc.
    Chicago, IL
  • 08/2020 → 08/2021
    Jimmy Johns
    Tuscaloosa, AL
  • 05/2018 → 01/2019
    The Edge Fitness Clubs
    Trumbull, CT
  • 04/2015 → 05/2018
    Michael Anthony's Tuscan Grille
    Milford, CT
  • 05/2019 → 07/2019
    Lockmasters Inc.
    Nicholasville, KY
  • 01/2019 → 05/2019
    Unemployed
    Milford, CT
  • 07/2019 → 08/2020
    Unemployed
    Milford, CT
  • 08/2017 → 05/2021
    Student
    Tuscaloosa, AL
  • 05/2022 → 07/2022
    Unemployed
    Lakewood, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-14
S63 Uniform Securities Agent State Law Examination 2023-01-20
  • S66 Uniform Combined State Law Examination
    2023-11-14
  • S63 Uniform Securities Agent State Law Examination
    2023-01-20

View on SEC IAPD

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Other Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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