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Jesse Vitu

Strategic Advisers LLC

Parma, OH

Orange, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Parma, OH • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • 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
Tinkers Creek Tavern Walton Hills OH 04/2014 08/2018
Bridgewater Financial Group Northfield OH 01/2018 01/2019
Wealth Impact Advisors Fairlawn OH 03/2019 12/2022
Valmark Advisers Fairlawn OH 06/2022 12/2022
Fidelity Investments Woodmere Village OH 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 08/2018
    Tinkers Creek Tavern
    Walton Hills, OH
  • 01/2018 → 01/2019
    Bridgewater Financial Group
    Northfield, OH
  • 03/2019 → 12/2022
    Wealth Impact Advisors
    Fairlawn, OH
  • 06/2022 → 12/2022
    Valmark Advisers
    Fairlawn, OH
  • 12/2022 → Present
    Fidelity Investments
    Woodmere Village, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
  • 2022-06-16 → 2023-01-17
    Valmark Advisers, Inc.
    Fairlawn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-10
  • S66 Uniform Combined State Law Examination
    2022-06-10
Other Names
  • Jesse Anton Vitu

View on SEC IAPD

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