Celeste S. Bevilacqua
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
PAWLING, NY
Some features on this profile are disabled
CRD#: 1447268
Professional summary
Celeste Simone Bevilacqua, who also goes by Celeste Simone Bevilacqua, Celeste Bevilacqua, Celeste Charron Cardin, Celeste Simone Charron, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Pawling, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Celeste is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Celeste has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Biography
With two decades of financial experience, I help clients create wealth plans designed to focus on financial strategies such as income, growth, preservation and transfer of wealth. I have a true passion for wealth planning and take pride in helping families move towards their financial goals. My personalized process helps clients consider how financial decisions affect their financial futures. I have dedicated my career to helping clients focus on what is important to them.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Celeste Simone Bevilacqua | Celeste Bevilacqua | Celeste Charron Cardin | Celeste Simone Charron
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 55409 | Org Name:Airbnb | Org Addr:Pawling, NY, US | Nature of Bus:Short term rental of property | Invst Rel:N | Title:Host | Duties:Rental of personal guest house | Start Dt:07/17/2018 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Celeste Simone Bevilacqua's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1120 6th Ave Avenue Of The Americas, New York, NY 10036-6700RIA
CRD#: 104555
PAWLING, NY
Current
August 11, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1120 6th Ave Avenue Of The Americas, New York, NY 10036-6700BD
CRD#: 7784
NEW YORK, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
October 13, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
January 22, 2013 - July 20, 2016
EDWARD JONES
RIA
CRD#: 250
LAGRANGEVILLE, NY
Past
January 14, 2013 - July 20, 2016
EDWARD JONES
BD
CRD#: 250
LAGRANGEVILLE, NY
Past
August 5, 2010 - February 4, 2011
SCARSDALE EQUITIES LLC
BD
CRD#: 134602
NEW YORK, NY
Past
January 8, 2008 - October 31, 2008
DIRECTED SERVICES LLC
BD
CRD#: 21675
WEST CHESTER, PA
Past
April 20, 2006 - May 2, 2006
EQUITABLE DISTRIBUTORS, LLC
BD
CRD#: 25900
CHARLOTTE, NC
Past
January 27, 2003 - March 24, 2005
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
September 28, 1992 - November 25, 2002
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
January 13, 1986 - August 17, 1992
MONARCH SECURITIES, INC.
BD
CRD#: 2809
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/13/2021)
RR
Arizona(4/23/2020)
RR
California(8/11/2016)
RR
Connecticut(8/11/2016)
IAR
Connecticut(3/31/2025)
RR
Florida(8/11/2016)
RR
Georgia(3/1/2024)
RR
Idaho(4/18/2025)
RR
Illinois(11/11/2016)
RR
Maine(1/8/2018)
RR
Maryland(8/25/2022)
RR
Massachusetts(8/11/2016)
RR
Montana(4/23/2020)
RR
New Hampshire(12/8/2021)
RR
New Jersey(8/11/2016)
RR
New York(8/11/2016)
IAR
New York(3/31/2025)
RR
North Carolina(8/12/2016)
RR
Ohio(4/13/2021)
RR
Pennsylvania(8/11/2016)
RR
Rhode Island(7/19/2024)
RR
South Carolina(12/8/2021)
RR
Tennessee(1/9/2018)
RR
Texas(11/20/2024)
IAR
Texas(3/31/2025)
RR
Vermont(1/25/2022)
RR
Virginia(3/4/2022)
RR
Washington(1/7/2020)
RR
Wisconsin(6/15/2020)
RR
Wyoming(10/8/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Pawling, NYTRUST BUT VERIFY
Monitor Celeste Bevilacqua
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
