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Brent R Carmello

Strategic Advisers LLC

Rochester, NY

Rochester, NY

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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

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Rochester, 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
Esl Fcu Rochester NY 10/2021 08/2022
Hsbc Depew NY 07/2020 09/2020
Vineyard Apartments Fredonia NY 05/2019 09/2019
Windjammer's Restaurant Dunkirk NY 05/2018 09/2018
Ellicottville Brewing Company West Fredonia NY 05/2017 09/2017
Unemployed Fredonia NY 09/2012 04/2017
Unemployed Rochester NY 10/2020 09/2021
Unemployed Rochester NY 10/2017 04/2018
Unemployed Rochester NY 10/2018 04/2019
Unemployed Rochester NY 10/2019 06/2020
Fidelity Investments Rochester NY 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 08/2022
    Esl Fcu
    Rochester, NY
  • 07/2020 → 09/2020
    Hsbc
    Depew, NY
  • 05/2019 → 09/2019
    Vineyard Apartments
    Fredonia, NY
  • 05/2018 → 09/2018
    Windjammer's Restaurant
    Dunkirk, NY
  • 05/2017 → 09/2017
    Ellicottville Brewing Company West
    Fredonia, NY
  • 09/2012 → 04/2017
    Unemployed
    Fredonia, NY
  • 10/2020 → 09/2021
    Unemployed
    Rochester, NY
  • 10/2017 → 04/2018
    Unemployed
    Rochester, NY
  • 10/2018 → 04/2019
    Unemployed
    Rochester, NY
  • 10/2019 → 06/2020
    Unemployed
    Rochester, NY
  • 09/2022 → Present
    Fidelity Investments
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-10
  • S66 Uniform Combined State Law Examination
    2023-01-10
Other Names
  • Brent Robert Carmello

View on SEC IAPD

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JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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