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Abimelek Rodriguez

Strategic Advisers LLC

Fairfield, CT

Trumbull, 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

1261 Post Road, Fairfield, CT 06824-6072 • United States

Trumbull, 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
Bagatelle Restaurant New York NY 04/2014 07/2019
Laidlaw Company New York NY 05/2017 12/2018
Revere Securities Llc New York NY 01/2019 06/2019
Morgan Stanley Melville NY 07/2019 03/2022
Morgan Stanley Private Bank, N.A. New York NY 07/2019 03/2022
Fidelity Investments Fairfield CT 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 07/2019
    Bagatelle Restaurant
    New York, NY
  • 05/2017 → 12/2018
    Laidlaw Company
    New York, NY
  • 01/2019 → 06/2019
    Revere Securities Llc
    New York, NY
  • 07/2019 → 03/2022
    Morgan Stanley
    Melville, NY
  • 07/2019 → 03/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 04/2022 → Present
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
  • 2019-08-09 → 2022-04-05
    Morgan Stanley
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-09
S63 Uniform Securities Agent State Law Examination 2017-11-27
  • S66 Uniform Combined State Law Examination
    2019-08-09
  • S63 Uniform Securities Agent State Law Examination
    2017-11-27
Designations

View on SEC IAPD

Other Firms

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MONECO ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JANNEY MONTGOMERY SCOTT LLC
EDGEWOOD CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DAYMARK WEALTH PARTNERS, LLC
EDWARD JONES

Other Investors

SEAN MCGORDAN LALLJEE
JONATHAN DAVID JAROW
PETER JULIAN DEE
ALEJANDRO MICHAEL VITERI
Steven Mark Guillotel
PAUL JOHN DEARCE
MICHAEL BRADEN GOLEMBIESKY
David Kenneth Galuskin

Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

More in Fairfield, CT

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