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Allison Rebstock Crescione

Strategic Advisers LLC

Folsom, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Folsom, CA • 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
Ameriprise Financial Services, Inc Roseville CA 01/2018 03/2021
N/A Folsom CA 10/2015 01/2017
Fiore Fantastico Designs Folsom CA 11/2004 02/2021
Lpl Financial Llc Folsom CA 05/2021 03/2022
Fidelity Investments Westlake TX 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 03/2021
    Ameriprise Financial Services, Inc
    Roseville, CA
  • 10/2015 → 01/2017
    N/A
    Folsom, CA
  • 11/2004 → 02/2021
    Fiore Fantastico Designs
    Folsom, CA
  • 05/2021 → 03/2022
    Lpl Financial Llc
    Folsom, CA
  • 04/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-08
  • S66 Uniform Combined State Law Examination
    2020-05-08
Other Names
  • Allison Marie Rebstock

View on SEC IAPD

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