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Vadim Lovinsky

Vadim Lovinsky

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CRD#: 3261379
Vadim Lovinsky
Vadim Lovinsky

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Vadim Lovinsky was a registered financial professional .

Vadim is a previously registered financial professional and started their career in finance in 2001. Vadim had worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I work together with my clients to build a financial plan that will strive to help them achieve their financial goals.

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

University of Illinois

Bachelor of Business Administration - Finance

2001

Experience

Past

March 31, 2025 - July 15, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
HIGHLAND PARK, IL
Past

August 24, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
HIGHLAND PARK, IL
Past

August 5, 2022 - July 15, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
HIGHLAND PARK, IL
Past

December 9, 2021 - June 1, 2022

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
GURNEE, IL
Past

December 8, 2021 - June 1, 2022

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
GURNEE, IL
Past

July 26, 2021 - November 30, 2021

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
CHICAGO, IL
Past

July 26, 2021 - November 30, 2021

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CHICAGO, IL
Past

October 1, 2012 - July 6, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SKOKIE, IL
Past

October 1, 2012 - July 6, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SKOKIE, IL
Past

January 22, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SKOKIE, IL
Past

January 22, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SKOKIE, IL
Past

November 21, 2003 - January 20, 2009

SPC

RIA
CRD#: 110692
VERNON HILLS, IL
Past

November 21, 2003 - January 20, 2009

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
VERNON HILLS, IL
Past

October 23, 2001 - June 18, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
RIVERWOODS, IL
Past

July 30, 2001 - June 18, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/15/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2001
General Securities Representative Examination

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)
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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

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

Investment ConsultantCRD#: 104555

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