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Leonardo Urzagaste

Strategic Advisers LLC

Middleton, WI

Madison, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

8235 Greenway Blvd, Middleton, WI 53562-3581 • United States

Madison, WI • 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
Tds - Telephone & Data Systems Madison WI 06/2015 01/2018
Homemaking / At Home Parent Madison WI 01/2018 03/2020
University Of Wisconsin Credit Union Madison WI 03/2020 10/2022
Fidelity Investments Middleton WI 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 01/2018
    Tds - Telephone & Data Systems
    Madison, WI
  • 01/2018 → 03/2020
    Homemaking / At Home Parent
    Madison, WI
  • 03/2020 → 10/2022
    University Of Wisconsin Credit Union
    Madison, WI
  • 10/2022 → Present
    Fidelity Investments
    Middleton, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Middleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-09
  • S66 Uniform Combined State Law Examination
    2023-12-09
Other Names
  • Leonardo Arturo Urzagaste

View on SEC IAPD

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Other Offices

CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

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