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Julia Nicole Cavallo

Strategic Advisers LLC

Watertown, CT

West Hartford, 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

Watertown, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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
Univeristy Of Hartford West Hartford CT 09/2014 05/2017
Waste Management Windsor CT 12/2016 05/2017
Fidelity Brokerage Services, Llc. Burlington MA 06/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 05/2017
    Univeristy Of Hartford
    West Hartford, CT
  • 12/2016 → 05/2017
    Waste Management
    Windsor, CT
  • 06/2017 → Present
    Fidelity Brokerage Services, Llc.
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-19
S63 Uniform Securities Agent State Law Examination 2017-12-16
  • S66 Uniform Combined State Law Examination
    2019-11-19
  • S63 Uniform Securities Agent State Law Examination
    2017-12-16
Other Names
  • Julia Nicole Borges
  • Julia Borges

View on SEC IAPD

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