Leander C. Antonio
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LIVERMORE, CA
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CRD#: 2544448
Professional summary
Leander Carl Antonio, who also goes by Leander Carl Antonio, Lee Antonio, Nick Antonio, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Livermore, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.
Leander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Leander has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Over the last 25 years, I have been working with wealthy families to help them build customized financial plans. Through education, proper planning and disciplined money management, I try to make my clients better prepared to achieve their goals in the wealth accumulation and distribution phase of life.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leander Carl Antonio | Lee Antonio | Nick Antonio
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.
OBA-118637|OrgNmn:Federal Firearms License|Org Addr:Livermore,California,US|OBA Nature:Engage in the business of manu|Invst Rel:N|Title:Federal Firearms License holder|Duties:Engage in the business of manufacturing, importing, or selling firearms and ammunition|StrtDt:01-01-26|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Leander Carl Antonio'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®
NoneEducation
California State University, Sacramento
Bachelor of Science, Criminal Justice - Criminal Justice
1993
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608RIA
CRD#: 104555
LIVERMORE, CA
Current
December 9, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500-a Tassajara Road, Dublin, CA 94568BD
CRD#: 7784
Dublin, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUBLIN, CA
Past
December 16, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DUBLIN, CA
Past
January 5, 2005 - October 8, 2010
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SAN MATEO, CA
Past
January 5, 2005 - October 8, 2010
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SAN MATEO, CA
Past
April 28, 2004 - January 3, 2005
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
April 19, 2004 - January 3, 2005
TD AMERITRADE, INC.
RIA
CRD#: 7870
SAN MATEO, CA
Past
April 19, 1999 - July 2, 2002
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SAN MATEO, CA
Past
June 25, 1998 - July 2, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
February 14, 1998 - June 12, 1998
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
April 18, 1996 - January 15, 1998
THE HERITAGE GROUP, INC.
BD
CRD#: 24906
SAN FRANCISCO, CA
Past
May 9, 1995 - March 7, 1996
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
LOS ANGELES, CA
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
Arizona(1/3/2013)
RR
California(12/9/2010)
IAR
California(3/31/2025)
RR
Colorado(9/25/2019)
RR
Connecticut(8/13/2021)
RR
Florida(6/28/2021)
RR
Georgia(8/13/2021)
RR
Hawaii(3/1/2024)
RR
Idaho(8/8/2020)
RR
Indiana(9/25/2019)
RR
Louisiana(4/3/2025)
RR
Maryland(3/1/2024)
RR
Massachusetts(1/2/2015)
RR
Michigan(4/23/2020)
RR
Montana(9/25/2019)
RR
Nevada(12/9/2010)
RR
New Hampshire(3/25/2023)
RR
New Jersey(4/9/2021)
RR
New York(9/25/2019)
RR
North Carolina(4/3/2025)
RR
Oklahoma(9/29/2023)
RR
Oregon(12/9/2010)
RR
Pennsylvania(9/25/2019)
RR
South Carolina(11/16/2020)
RR
South Dakota(7/12/2011)
RR
Tennessee(4/24/2017)
RR
Texas(1/3/2013)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Virginia(4/9/2021)
RR
Washington(1/3/2013)
RR
Wyoming(9/25/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Livermore, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
