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Mauricio Redondo

Strategic Advisers LLC

Stamford, 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

Stamford, 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
J.P. Morgan Securities, Llc. Hartsdale NY 10/2019 08/2022
Metrowine Distribution New Rochelle NY 03/2016 03/2017
Prudential White Plains NY 06/2019 10/2019
Fidelity Investments Merrimack NH 04/2024 Present
Citigroup White Plains NY 09/2022 03/2024
Unemployed Yonkers NY 03/2017 07/2017
J.P. Morgan Chase Bank, N.A. Hartsdale NY 10/2019 08/2022
David Lerner Associates White Plains NY 07/2017 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 08/2022
    J.P. Morgan Securities, Llc.
    Hartsdale, NY
  • 03/2016 → 03/2017
    Metrowine Distribution
    New Rochelle, NY
  • 06/2019 → 10/2019
    Prudential
    White Plains, NY
  • 04/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2022 → 03/2024
    Citigroup
    White Plains, NY
  • 03/2017 → 07/2017
    Unemployed
    Yonkers, NY
  • 10/2019 → 08/2022
    J.P. Morgan Chase Bank, N.A.
    Hartsdale, NY
  • 07/2017 → 05/2019
    David Lerner Associates
    White Plains, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Stamford, CT
  • 2022-11-21 → 2024-04-12
    Citigroup Global Markets Inc.
    White Plains, NY
    Fort Mill, SC
    Stamford, CT
    Uniondale, NY
    New York, NY
    White Plains, NY
    Greenburgh, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
S63 Uniform Securities Agent State Law Examination 2017-10-05
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18
  • S63 Uniform Securities Agent State Law Examination
    2017-10-05

View on SEC IAPD

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