Linda A. Schoff Coletti
Professional summary
Linda Ann Schoff Coletti, who also goes by Linda A Schoff, Linda Schoff, Linda Schoff Coletti, Linda A Sheff, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ossining, New York and FIDELITY BROKERAGE SERVICES LLC located in Stamford, Connecticut.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Linda has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 55 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Linda Ann Schoff Coletti's CRS (Customer Relationship Summary).
Certified licenses
Education
SUNY at Buffalo
Bachelor of Science (BS) - Economics
1989
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 869 Washington Blvd, Stamford, CT 06901-2903September 24, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 869 Washington Blvd, Stamford, CT 06901-2903November 15, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 17, 2016 - August 6, 2018
DAVID LERNER ASSOCIATES, INC.
October 9, 2001 - February 13, 2009
CANTOR FITZGERALD & CO.
September 1, 1998 - February 26, 2001
ROBERTSON STEPHENS, INC.
October 1, 1997 - September 1, 1998
BANCAMERICA SECURITIES, INC.
March 5, 1996 - October 1, 1997
ROBERTSON, STEPHENS & COMPANY LLC
January 1, 1992 - January 10, 1996
CANTOR FITZGERALD & CO.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/25/2023)
(9/9/2022)
(10/3/2018)
(9/30/2019)
(9/24/2018)
(3/31/2025)
(10/3/2018)
(4/3/2026)
(10/3/2018)
(6/26/2025)
(10/3/2018)
(1/3/2025)
(10/3/2018)
(10/3/2018)
(1/7/2026)
(10/3/2018)
(3/18/2025)
(9/9/2022)
(10/3/2018)
(9/24/2018)
(3/31/2025)
(10/3/2018)
(7/22/2025)
(9/24/2018)
(2/12/2021)
(10/3/2018)
(10/3/2018)
(3/31/2025)
(8/2/2024)
(10/3/2018)
(10/3/2018)
(5/20/2023)
Exams
Series 55
Date: 9/15/1999
Limited Representative-Equity Trader ExamFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Ossining, NYTRUST BUT VERIFY
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