Edward P. Madruga
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MASSAPEQUA PARK, NY
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CRD#: 4087862
Professional summary
Edward P Madruga, CFP®, who also goes by Edward Paul Madruga, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Massapequa Park, New York and FIDELITY BROKERAGE SERVICES LLC located in Garden City, New York.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Edward has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I am committed to providing the highest standards of integrity and professionalism with my clients. My goal is to know and understand your financial situation and provide you with only the highest quality information, services and products to help you work toward your goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward Paul Madruga
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 Edward P Madruga'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®
Education
Hofstra University
Bachelor of Business Administration - Finance
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1130 Franklin Avenue, Garden City, NY 11530RIA
CRD#: 104555
MASSAPEQUA PARK, NY
Current
August 4, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1130 Franklin Avenue, Garden City, NY 11530BD
CRD#: 7784
Garden City, NY
Past
January 15, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GARDEN CITY, NY
Past
August 9, 2005 - February 21, 2007
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GARDEN CITY, NY
Past
October 20, 2004 - July 13, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
COLLEGE PT., NY
Past
October 20, 2004 - July 13, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
June 25, 2003 - October 20, 2004
QUICK & REILLY, INC.
RIA
CRD#: 11217
WASHINGTON, NY
Past
June 25, 2003 - October 20, 2004
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
December 22, 1999 - June 18, 2003
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, 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.
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(11/19/2020)
RR
California(8/15/2008)
RR
Connecticut(9/8/2005)
RR
Florida(9/8/2005)
RR
Georgia(3/9/2010)
RR
Illinois(9/18/2020)
RR
Indiana(3/1/2024)
RR
Louisiana(12/1/2010)
RR
Maine(11/9/2023)
RR
Maryland(11/16/2015)
RR
Massachusetts(11/6/2008)
RR
Michigan(4/23/2020)
RR
Nevada(8/9/2017)
RR
New Jersey(9/8/2005)
RR
New York(8/4/2005)
IAR
New York(3/31/2025)
RR
North Carolina(10/20/2008)
RR
Oregon(10/25/2019)
RR
Pennsylvania(11/6/2008)
RR
South Carolina(5/12/2010)
RR
Tennessee(1/3/2011)
RR
Texas(10/5/2018)
IAR
Texas(3/31/2025)
RR
Virginia(8/15/2008)
RR
Wyoming(8/9/2017)
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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Massapequa Park, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
