Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-17
TX RA APPROVED_RES 2025-07-16
  • IL RA
    APPROVED
    Since 2025-07-17
  • TX RA
    APPROVED_RES
    Since 2025-07-16

Branch Locations

Orland Park, IL • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park IL 09/2015 04/2025
Bank Of America, N.A. Orland Park IL 09/2015 04/2025
Fidelity Investments Orland Park IL 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-26
  • S66 Uniform Combined State Law Examination
    2017-10-26
Other Names
  • Loubna Assimakopoulos

View on SEC IAPD

More in Orland Park, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor