Best Investors Account Sign in

Frank Margiotta

Strategic Advisers LLC

Congers, NY

New York, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Congers, NY • United States

320 Park Avenue, New York, NY 10022-6815 • 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 New York NY 07/2023 Present
Immaculata University Malvern PA 08/2022 05/2023
Ross Dress For Less Exton PA 09/2022 12/2022
Rivertown Taphouse Piermont NY 05/2021 08/2021
Rockland Community College Suffern NY 08/2018 05/2020
Albertus Magnus High School Bardonia NY 09/2014 05/2018
Doordash Congers NY 08/2020 07/2023
Overdrive Fitness Orangeburg NY 01/2020 08/2020
Immaculata University Malvern PA 08/2020 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    New York, NY
  • 08/2022 → 05/2023
    Immaculata University
    Malvern, PA
  • 09/2022 → 12/2022
    Ross Dress For Less
    Exton, PA
  • 05/2021 → 08/2021
    Rivertown Taphouse
    Piermont, NY
  • 08/2018 → 05/2020
    Rockland Community College
    Suffern, NY
  • 09/2014 → 05/2018
    Albertus Magnus High School
    Bardonia, NY
  • 08/2020 → 07/2023
    Doordash
    Congers, NY
  • 01/2020 → 08/2020
    Overdrive Fitness
    Orangeburg, NY
  • 08/2020 → 05/2022
    Immaculata University
    Malvern, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-29
  • S66 Uniform Combined State Law Examination
    2024-04-29
Other Names
  • Frank Paul Margiotta
  • Frank Margiotta

View on SEC IAPD

More in Congers, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor