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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Gurnee, IL • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 01/2018 01/2022
Medline Industries Northfield IL 03/2017 12/2017
Illilnois State University Normal IL 01/2015 12/2016
Lake Forest Health And Fitness Center Lake Forest IL 08/2012 03/2017
Mass Mutual Grayslake IL 08/2017 08/2017
Charles Schwab/Td Ameritrade Brookfield WI 01/2022 06/2022
E*Trade Securities Llc Chicago IL 07/2022 08/2023
E*Trade Capital Management Llc Chicago IL 07/2022 08/2023
Morgan Stanley Chicago IL 01/2023 08/2023
Fidelity Investments Mequon WI 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 01/2022
    Northbrook, IL
  • 03/2017 → 12/2017
    Medline Industries
    Northfield, IL
  • 01/2015 → 12/2016
    Illilnois State University
    Normal, IL
  • 08/2012 → 03/2017
    Lake Forest Health And Fitness Center
    Lake Forest, IL
  • 08/2017 → 08/2017
    Mass Mutual
    Grayslake, IL
  • 01/2022 → 06/2022
    Charles Schwab/Td Ameritrade
    Brookfield, WI
  • 07/2022 → 08/2023
    E*Trade Securities Llc
    Chicago, IL
  • 07/2022 → 08/2023
    E*Trade Capital Management Llc
    Chicago, IL
  • 01/2023 → 08/2023
    Morgan Stanley
    Chicago, IL
  • 08/2023 → Present
    Fidelity Investments
    Mequon, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mequon, WI
  • 2022-08-03 → 2023-08-21
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
  • 2022-04-12 → 2022-06-24
    Brookfield, WI
  • 2022-01-25 → 2022-06-24
    Td Ameritrade, Inc.
    Brookfield, WI
  • 2022-01-25 → 2022-06-24
    Td Ameritrade Investment Management, Llc
    Brrokfield, WI
  • 2018-04-13 → 2022-01-19
    Northbrook, IL
    Northbrook, IL
    Northbrook, IL
    Chicago, IL
    Boca Raton, FL
    Northbrook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-12
  • S66 Uniform Combined State Law Examination
    2018-04-12
Other Names
  • Steve Sliwa
  • Stephen Sliwa
  • Stephen Michael Sliwa
  • Stephen Sliwa
  • Stephen M. Sliwa

View on SEC IAPD

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