JP
Jeffery L. Pilate
STRATEGIC ADVISERS LLC
DELTONA, FL
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CRD#: 1860229
JP
Professional summary
Jeffery Leon Pilate, who also goes by Jeff Pilate, Jeffery L Pilate, Jeffery Pilate, Jeffery Leon Pilate, Jeffrey Leon Pilate, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Deltona, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Jeffery has worked at 9 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Pilate | Jeffery L Pilate | Jeffery Pilate | Jeffery Leon Pilate | Jeffrey Leon Pilate
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Leon Pilate'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
RIA
CRD#: 104555
DELTONA, FL
Current
June 30, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
August 17, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SANFORD, FL
Past
December 4, 2017 - December 13, 2021
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
March 3, 2009 - December 11, 2015
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ORLANDO, FL
Past
August 27, 2007 - November 1, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WINTER PARK, FL
Past
August 11, 2006 - July 9, 2007
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MAITLAND, FL
Past
February 26, 2003 - August 10, 2006
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
ORLANDO, FL
Past
March 28, 1991 - August 10, 2006
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ORLANDO, FL
Past
March 20, 1990 - March 7, 1991
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
ST. LOUIS, MO
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(8/22/2022)
RR
Alaska(9/22/2022)
RR
Arizona(8/19/2022)
RR
Arkansas(8/17/2022)
RR
California(7/1/2022)
RR
Colorado(7/29/2022)
RR
Connecticut(7/1/2022)
RR
Delaware(9/19/2022)
RR
District of Columbia(9/2/2022)
RR
Florida(8/16/2022)
IAR
Florida(3/31/2025)
RR
Georgia(7/5/2022)
RR
Hawaii(9/16/2022)
RR
Idaho(6/30/2022)
RR
Illinois(9/23/2022)
RR
Indiana(8/31/2022)
RR
Iowa(7/6/2022)
RR
Kansas(6/30/2022)
RR
Kentucky(8/22/2022)
RR
Louisiana(8/31/2022)
RR
Maine(6/30/2022)
RR
Maryland(6/30/2022)
RR
Massachusetts(7/1/2022)
RR
Michigan(7/6/2022)
RR
Minnesota(8/18/2022)
RR
Mississippi(8/17/2022)
RR
Missouri(7/25/2022)
RR
Montana(6/30/2022)
RR
Nebraska(7/1/2022)
RR
Nevada(8/30/2022)
RR
New Hampshire(8/22/2022)
RR
New Jersey(8/23/2022)
RR
New Mexico(8/16/2022)
RR
New York(9/23/2022)
RR
North Carolina(7/1/2022)
RR
North Dakota(9/28/2022)
RR
Ohio(6/30/2022)
RR
Oklahoma(8/17/2022)
RR
Oregon(7/11/2022)
RR
Pennsylvania(7/1/2022)
RR
Puerto Rico(7/11/2022)
RR
Rhode Island(8/17/2022)
RR
South Carolina(9/14/2022)
RR
South Dakota(9/1/2022)
RR
Tennessee(8/16/2022)
RR
Texas(6/30/2022)
IAR
Texas(3/31/2025)
RR
Utah(6/30/2022)
RR
Vermont(8/17/2022)
RR
Virgin Islands(8/18/2022)
RR
Virginia(8/17/2022)
RR
Washington(8/18/2022)
RR
West Virginia(8/18/2022)
RR
Wisconsin(7/11/2022)
RR
Wyoming(9/26/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/15/1993
General Securities Sales Supervisor Examination (Options Module & General Module)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
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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.
