Best Investors Account Sign in

Geovana Costa Freitas

Strategic Advisers LLC

Fort Myers, FL

Fort Myers, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-27
  • FL RA
    APPROVED
    Since 2026-08-27

Branch Locations

6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • United States

Fort Myers, FL • 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 Fort Myers FL 05/2026 Present
Jpmorgan Chase Boca Raton FL 03/2022 12/2023
Dunkin' Boca Raton FL 03/2020 04/2021
Marx Optical Decatur AL 02/2024 05/2024
Unemployed Boca Raton FL 12/2025 01/2026
Tip Top Check Cashing Inc Pompano Beach FL 08/2021 01/2022
Boca Raton Community Middle School Boca Raton FL 04/2017 08/2017
Corporate Billing Llc Decatur AL 05/2024 06/2024
Unemployed Boca Raton FL 02/2022 02/2022
Unemployed Boca Raton FL 06/2024 10/2024
Wawa Pompano Beach FL 04/2021 08/2021
Jpmorgan Chase Boca Raton FL 10/2024 10/2025
Unemployed Fort Myers FL 01/2026 04/2026
Unemployed Boca Raton FL 12/2016 04/2017
Boca Raton Community High School Boca Raton FL 08/2017 08/2021
Colegio Marista Sao Jose Montes Claros 05/2016 12/2016
Palm Beach State College Boca Raton FL 08/2021 05/2024
Florida Atlantic University Boca Raton FL 08/2024 12/2025
  • 05/2026 → Present
    Fidelity Investments
    Fort Myers, FL
  • 03/2022 → 12/2023
    Jpmorgan Chase
    Boca Raton, FL
  • 03/2020 → 04/2021
    Dunkin'
    Boca Raton, FL
  • 02/2024 → 05/2024
    Marx Optical
    Decatur, AL
  • 12/2025 → 01/2026
    Unemployed
    Boca Raton , FL
  • 08/2021 → 01/2022
    Tip Top Check Cashing Inc
    Pompano Beach, FL
  • 04/2017 → 08/2017
    Boca Raton Community Middle School
    Boca Raton, FL
  • 05/2024 → 06/2024
    Corporate Billing Llc
    Decatur, AL
  • 02/2022 → 02/2022
    Unemployed
    Boca Raton, FL
  • 06/2024 → 10/2024
    Unemployed
    Boca Raton, FL
  • 04/2021 → 08/2021
    Wawa
    Pompano Beach, FL
  • 10/2024 → 10/2025
    Jpmorgan Chase
    Boca Raton, FL
  • 01/2026 → 04/2026
    Unemployed
    Fort Myers, FL
  • 12/2016 → 04/2017
    Unemployed
    Boca Raton, FL
  • 08/2017 → 08/2021
    Boca Raton Community High School
    Boca Raton, FL
  • 05/2016 → 12/2016
    Colegio Marista Sao Jose
    Montes Claros
  • 08/2021 → 05/2024
    Palm Beach State College
    Boca Raton, FL
  • 08/2024 → 12/2025
    Florida Atlantic University
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-30
  • S66 Uniform Combined State Law Examination
    2026-07-30
Other Names
  • Geovana Costa Freitas
  • Geovana Costafreitas

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

More in Fort Myers, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor