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Carlos Bedolla

Strategic Advisers LLC

Orland Park, IL

Crest Hill, 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

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Crest Hill, IL • 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 Oak Brook IL 02/2023 Present
Apple Orland Park IL 09/2022 01/2023
Beacon Funding Chicago IL 06/2022 08/2022
Apple Orland Park IL 09/2019 06/2022
Best Buy Joliet IL 08/2017 09/2019
Menards Crest Hill IL 06/2015 08/2017
Depaul University Chicago IL 11/2020 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Oak Brook, IL
  • 09/2022 → 01/2023
    Apple
    Orland Park, IL
  • 06/2022 → 08/2022
    Beacon Funding
    Chicago, IL
  • 09/2019 → 06/2022
    Apple
    Orland Park, IL
  • 08/2017 → 09/2019
    Best Buy
    Joliet, IL
  • 06/2015 → 08/2017
    Menards
    Crest Hill, IL
  • 11/2020 → 12/2022
    Depaul University
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Joliet, IL
    Oak Brook, IL
Other Businesses

OBA-96310|OrgNmn:Carlos Bedolla |Org Addr:Joliet,Illinois,US|OBA Nature:Sell stuff on eBay such as spo|Invst Rel:N|Title:N/A|Duties:Post items online to sell|StrtDt:09-19-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-12
S63 Uniform Securities Agent State Law Examination 2023-09-05
  • S66 Uniform Combined State Law Examination
    2024-07-12
  • S63 Uniform Securities Agent State Law Examination
    2023-09-05
Other Names
  • Carlos Alexis Bedolla
  • Carlos Bedolla

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

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