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Angelo J. De Leon

STRATEGIC ADVISERS LLC
BROOKFIELD, CT
Some features on this profile are disabled
CRD#: 5590216
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Professional summary

Angelo Jose De Leon, who also goes by Angelo J De Leon, Yunior J De Leon, Angelo Jose De Leon, Angelo De Leon, Angelo Deleon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brookfield, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Chappaqua, New York.

Angelo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Angelo has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angelo J De Leon | Yunior J De Leon | Angelo Jose De Leon | Angelo De Leon | Angelo Deleon

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.
ADL Capital Group LLC // NOT investment related // 900 Baychester Ave Apt 7D, Bronx NY 10475 // The purpose of business is for vehicle tax write-offs only. My position is "Owner". The business was register on July 07 2023. I don't dedicate any hours to the business...The business is Not active. I was planning on renting my personal vehicle on the weekends via Toro in order to receive a tax write off on the vehicle depreciation. However, I have not started the process and the business is not active.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelo Jose De Leon's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 480 Bedford Road, Chappaqua, NY 10514
RIA
CRD#: 104555
BROOKFIELD, CT
Current

January 31, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 480 Bedford Road, Chappaqua, NY 10514
BD
CRD#: 7784
Chappaqua, NY
Past

February 10, 2025 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BRONX, NY
Past

February 1, 2024 - December 17, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Jersey City, NJ
Past

January 26, 2024 - December 17, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Jersey City, NJ
Past

November 4, 2022 - February 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
STAMFORD, CT
Past

August 11, 2022 - February 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
STAMFORD, CT
Past

April 20, 2022 - June 10, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 6, 2014 - November 11, 2020

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BRONX, NY
Past

October 1, 2012 - January 27, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
ARDSLEY, NY
Past

February 10, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BRONX, NY
Past

October 3, 2008 - June 17, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BRONX, 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
Connecticut
(2/6/2025)
IAR
Connecticut
(10/14/2025)
RR
Florida
(2/6/2025)
RR
New Jersey
(2/6/2025)
RR
New York
(1/31/2025)
IAR
New York
(3/31/2025)
RR
North Carolina
(2/6/2025)
RR
Pennsylvania
(2/6/2025)
RR
South Carolina
(2/6/2025)
RR
Texas
(2/6/2025)
IAR
Texas
(10/13/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/21/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/2/2008
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

CRD#: 104555Brookfield, CT

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