Svetlana V. D'attilio
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.
Svetlana Vladimirovna D'attilio, who also goes by Svetlana Vladimirovna Andreyeva, Svetlana V Dattilio, Svetlana Vladimirovna Howe, Svetlana Howe, Svetlana Vladimirovna Levtchenko, was a registered financial professional .
Svetlana is a previously registered financial professional and started their career in finance in 2001. Svetlana had worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 12, 2017 - July 26, 2017
STRATEGIC ADVISERS LLC
June 29, 2017 - July 25, 2017
FIDELITY BROKERAGE SERVICES LLC
September 26, 2012 - April 13, 2017
STRATEGIC ADVISERS LLC
March 7, 2011 - April 12, 2017
FIDELITY BROKERAGE SERVICES LLC
November 12, 2009 - February 24, 2011
LPL FINANCIAL LLC
October 20, 2009 - February 24, 2011
LPL FINANCIAL LLC
June 13, 2008 - March 16, 2009
STRATEGIC ADVISERS LLC
May 1, 2001 - March 16, 2009
FIDELITY BROKERAGE SERVICES LLC
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
Exams
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
