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Vincent Michael Dileonardo

Strategic Advisers LLC

Washington, DC

Washington, DC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Washington, DC • United States

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • 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
Td Ameritrade Columbia MD 06/2019 12/2019
American Universtiy Of Rome Rome 08/2018 12/2018
Td Ameritrade Washington DC 06/2017 08/2018
American University Washington DC 08/2015 05/2019
Td Ameritrade Washington DC 01/2020 05/2021
Fidelity Investments Washington DC 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 12/2019
    Td Ameritrade
    Columbia, MD
  • 08/2018 → 12/2018
    American Universtiy Of Rome
    Rome
  • 06/2017 → 08/2018
    Td Ameritrade
    Washington, DC
  • 08/2015 → 05/2019
    American University
    Washington, DC
  • 01/2020 → 05/2021
    Td Ameritrade
    Washington, DC
  • 06/2021 → Present
    Fidelity Investments
    Washington, DC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Washington, DC
  • 2019-10-22 → 2021-05-05
    Td Ameritrade, Inc.
    Columbia, MD
    Washington, DC
  • 2019-10-22 → 2021-05-05
    Td Ameritrade Investment Management, Llc
    Columbia, MD
    Washingon Dc, DC
    Washington Dc, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-21
  • S66 Uniform Combined State Law Examination
    2019-10-21
Designations
Other Names
  • Michael Dileonardo
  • Vincent Michael Dileonardo
  • Vincent Dileonardo

View on SEC IAPD

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