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Agata Lambos

Strategic Advisers LLC

Stamford, CT

Stamford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

869 Washington Blvd, Stamford, CT 06901-2903 • United States

Stamford, CT • 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
Wilshine Events And Associates Los Angeles IL 11/2017 02/2018
California Pizza Kitchen Studio City CA 02/2015 03/2018
Imperial Capital Llc Los Angeles CA 05/2018 03/2022
Fidelity Investments Stamford CT 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 02/2018
    Wilshine Events And Associates
    Los Angeles, IL
  • 02/2015 → 03/2018
    California Pizza Kitchen
    Studio City, CA
  • 05/2018 → 03/2022
    Imperial Capital Llc
    Los Angeles, CA
  • 04/2022 → Present
    Fidelity Investments
    Stamford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-04
S63 Uniform Securities Agent State Law Examination 2020-10-19
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04
  • S63 Uniform Securities Agent State Law Examination
    2020-10-19
Other Names
  • Aggie Cieniawski
  • Agata Cieniawski

View on SEC IAPD

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Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
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