Meglena Gadeleva
STRATEGIC ADVISERS | Financial Consultant
EASTCHESTER, NY
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CRD#: 5126813
Professional summary
Meglena Gadeleva, CFP®, who also goes by Meglena A Gadeleva, Meglena Atanasova Gadeleva, Meglena Atanasova Rehme, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Eastchester, New York and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, New York.
Meglena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Meglena has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
In my over a decade and a half of experience in the financial industry I've been dedicated to helping clients simplify the complexities of financial planning, build and execute their road maps towards financial success. As a trusted financial advisor, I pride myself in establishing long term relationships with my clients and their loved ones and supporting them during the different financial situations they may face.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Meglena A Gadeleva | Meglena Atanasova Gadeleva | Meglena Atanasova Rehme
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 Meglena Gadeleva'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®
CFP®
Start date: 2019
Education
University of Plovdiv
MBA - Finance
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
EASTCHESTER, NY
Current
August 1, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
April 9, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCARSDALE, NY
Past
November 4, 2016 - April 26, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SCARSDALE, NY
Past
October 1, 2012 - December 31, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SCARSDALE, NY
Past
January 29, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
HARTSDALE, NY
Past
May 10, 2006 - June 27, 2007
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
HARTSDALE, 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
Arizona(10/8/2021)
RR
California(3/12/2021)
RR
Colorado(2/4/2021)
RR
Connecticut(2/12/2021)
RR
Delaware(1/4/2022)
RR
Florida(5/11/2020)
RR
Georgia(6/30/2022)
RR
Hawaii(5/14/2026)
RR
Illinois(1/4/2022)
RR
Iowa(9/27/2021)
RR
Louisiana(1/4/2022)
RR
Maine(7/9/2020)
RR
Maryland(9/27/2021)
RR
Massachusetts(4/23/2020)
RR
Michigan(6/4/2021)
RR
Minnesota(6/30/2022)
RR
Mississippi(6/20/2024)
RR
Missouri(11/16/2020)
RR
Nebraska(4/9/2021)
RR
Nevada(6/30/2022)
RR
New Hampshire(11/16/2020)
RR
New Jersey(3/27/2020)
RR
New York(8/4/2017)
IAR
New York(3/31/2025)
RR
North Carolina(6/3/2020)
RR
Ohio(1/5/2022)
RR
Pennsylvania(3/4/2022)
RR
Rhode Island(1/4/2022)
RR
South Carolina(6/30/2022)
RR
Texas(6/17/2021)
IAR
Texas(3/31/2025)
RR
Utah(9/9/2022)
RR
Vermont(6/17/2021)
RR
Virginia(6/30/2022)
RR
Washington(2/13/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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)Loading...
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
Financial ConsultantCRD#: 104555Eastchester, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
