Best Investors Account Sign in

Makenna Prete

Strategic Advisers LLC

Fairfield, CT

Milford, CT

Claim This Profile
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

1261 Post Road, Fairfield, CT 06824-6072 • United States

Milford, 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
Fidelity Investments Fairfield CT 06/2023 Present
Old Navy Milford CT 06/2020 06/2023
Trinitypoint Wealth Milford CT 08/2021 05/2023
The Athletes Department Milford CT 01/2022 06/2023
Milford Little League Milford CT 04/2016 06/2023
Old Navy Fairfield CT 09/2019 06/2020
Core Training Academy Orange CT 03/2019 08/2019
Urban Air Adventure Parks (Adventure Quest Inc) Orange CT 06/2018 08/2019
Doordash Inc. San Francisco CA 01/2023 06/2023
Joseph A. Foran High School Milford CT 08/2015 06/2019
Fairfield University Fairfield CT 09/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Fairfield, CT
  • 06/2020 → 06/2023
    Old Navy
    Milford, CT
  • 08/2021 → 05/2023
    Trinitypoint Wealth
    Milford, CT
  • 01/2022 → 06/2023
    The Athletes Department
    Milford, CT
  • 04/2016 → 06/2023
    Milford Little League
    Milford, CT
  • 09/2019 → 06/2020
    Old Navy
    Fairfield, CT
  • 03/2019 → 08/2019
    Core Training Academy
    Orange, CT
  • 06/2018 → 08/2019
    Urban Air Adventure Parks (Adventure Quest Inc)
    Orange, CT
  • 01/2023 → 06/2023
    Doordash Inc.
    San Francisco, CA
  • 08/2015 → 06/2019
    Joseph A. Foran High School
    Milford, CT
  • 09/2019 → 05/2023
    Fairfield University
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
Other Businesses

OBA-99871|OrgNmn:Mercari, Inc.|Org Addr:Palo Alto,California,US|OBA Nature:E-commerce selling platform. I|Invst Rel:N|Title:Seller|Duties:Taking pictures of my items to post and sell, approving offers|StrtDt:03-01-20|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-26
S63 Uniform Securities Agent State Law Examination 2023-11-02
  • S66 Uniform Combined State Law Examination
    2024-03-26
  • S63 Uniform Securities Agent State Law Examination
    2023-11-02
Other Names
  • Makenna Nicolett Prete

View on SEC IAPD

Other Firms

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
MONECO ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JANNEY MONTGOMERY SCOTT LLC
EDGEWOOD CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DAYMARK WEALTH PARTNERS, LLC
EDWARD JONES

Other Investors

SEAN MCGORDAN LALLJEE
JONATHAN DAVID JAROW
PETER JULIAN DEE
ALEJANDRO MICHAEL VITERI
Steven Mark Guillotel
PAUL JOHN DEARCE
MICHAEL BRADEN GOLEMBIESKY
David Kenneth Galuskin

Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

More in Fairfield, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor