Anna Lisa M. Bonichi
STRATEGIC ADVISERS LLC | Planning Consultant
WESTERN SPRINGS, IL
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CRD#: 4591718
Professional summary
Anna Lisa M Bonichi, who also goes by Anna Lisa Marie Bonichi, Annalisa M Bonichi, Annalisa Marie Bonichi, Anna Lisa Marie Giustini, Annalisa Marie Giustini, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Western Springs, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Oak Brook, Illinois.
Anna Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Anna Lisa has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Doing business at Fidelity provides you access to our trusted brand, our industry leading technology, our cost efficient investment platform and the ability to work closely with me and my team. My commitment to you is that I will assist you with your selection of a wealth management strategy with the intent to benefit you and you family now and years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anna Lisa Marie Bonichi | Annalisa M Bonichi | Annalisa Marie Bonichi | Anna Lisa Marie Giustini | Annalisa Marie Giustini
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 Anna Lisa M Bonichi'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
Villanova University
Bachelor of Arts (BA) - Communications and Business
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1415 W 22nd St Oak Brook Reg Twr Stes 100 & 90, Oak Brook, IL 60523-8416RIA
CRD#: 104555
WESTERN SPRINGS, IL
Current
April 25, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Oak Brook Reg Twr 1415 W 22nd St Stes 100 & 900, Oak Brook, IL 60523BD
CRD#: 7784
Oak Brook, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAK BROOK, IL
Past
June 6, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CHICAGO, IL
Past
January 6, 2016 - March 15, 2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
CHICAGO, IL
Past
January 20, 2015 - November 24, 2015
MORGAN STANLEY
RIA
CRD#: 149777
CHICAGO, IL
Past
January 20, 2015 - November 24, 2015
MORGAN STANLEY
BD
CRD#: 149777
CHICAGO, IL
Past
April 1, 2004 - June 25, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
December 18, 2003 - June 25, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, 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(1/3/2025)
RR
Alaska(1/3/2025)
RR
Arizona(4/25/2018)
RR
Arkansas(1/3/2025)
RR
California(4/23/2020)
RR
Colorado(4/23/2020)
RR
Connecticut(1/7/2022)
RR
Delaware(1/3/2025)
RR
District of Columbia(1/3/2025)
RR
Florida(4/25/2018)
RR
Georgia(4/23/2020)
RR
Hawaii(1/3/2025)
RR
Idaho(1/3/2025)
RR
Illinois(4/25/2018)
IAR
Illinois(3/31/2025)
RR
Indiana(4/25/2018)
RR
Iowa(4/25/2018)
RR
Kansas(4/23/2020)
RR
Kentucky(8/13/2021)
RR
Louisiana(1/3/2025)
RR
Maine(1/7/2022)
RR
Maryland(1/7/2022)
RR
Massachusetts(4/25/2018)
RR
Michigan(4/25/2018)
RR
Minnesota(1/7/2022)
RR
Mississippi(1/3/2025)
RR
Missouri(4/23/2020)
RR
Montana(1/3/2025)
RR
Nebraska(1/3/2025)
RR
Nevada(4/23/2020)
RR
New Hampshire(1/3/2025)
RR
New Jersey(8/13/2021)
RR
New Mexico(1/3/2025)
RR
New York(6/26/2020)
RR
North Carolina(1/7/2022)
RR
North Dakota(1/3/2025)
RR
Ohio(4/26/2018)
RR
Oklahoma(1/3/2025)
RR
Oregon(1/3/2025)
RR
Pennsylvania(8/13/2021)
RR
Puerto Rico(1/3/2025)
RR
Rhode Island(1/7/2022)
RR
South Carolina(1/7/2022)
RR
South Dakota(1/7/2022)
RR
Tennessee(1/7/2022)
RR
Texas(4/25/2018)
IAR
Texas(3/31/2025)
RR
Utah(1/7/2022)
RR
Vermont(1/7/2022)
RR
Virgin Islands(1/3/2025)
RR
Virginia(6/26/2020)
RR
Washington(2/12/2021)
RR
West Virginia(1/3/2025)
RR
Wisconsin(6/26/2020)
RR
Wyoming(1/3/2025)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Planning ConsultantCRD#: 104555Western Springs, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
