Vito L. Della Polla
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
GLEN ELLYN, IL
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CRD#: 5656756
Professional summary
Vito Louis Della Polla JR., CFP®, who also goes by VIto Louis Della Polla Jr, Vito Louis Della Polla Jr., Vito Louis Della Polla, Vito Della Polla, Vito Della Pollo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glen Ellyn, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Cincinnati, Ohio.
Vito is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Vito has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Certified Financial Planner I assist with various topics including retirement planning, investment planning, estate planning and benefit consulting. My team, available to assist clients, includes a benefit planning consultant, portfolio specialist, and dedicated executive services associates.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Education Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Vito Louis Della Polla Jr | Vito Louis Della Polla Jr. | Vito Louis Della Polla | Vito Della Polla | Vito Della Pollo
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 Vito Louis Della Polla JR.'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: 2012
Education
University of Illinois
Master of Business Administration (MBA) - Business
2022
North Central College
Bachelor of Arts (BA) - Finance
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GLEN ELLYN, IL
Current
August 20, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209BD
CRD#: 7784
CINCINNATI, OH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GLEN ELLYN, IL
Past
December 16, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NAPERVILLE, IL
Past
August 18, 2009 - April 16, 2010
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
OAK BROOK, IL
Past
July 14, 2009 - April 16, 2010
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
OAK BROOK, IL
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(1/7/2022)
RR
Arizona(12/14/2012)
RR
Arkansas(1/7/2022)
RR
California(1/2/2015)
RR
Colorado(1/5/2018)
RR
Connecticut(4/23/2020)
RR
Delaware(1/7/2022)
RR
District of Columbia(1/7/2022)
RR
Florida(12/14/2012)
RR
Georgia(1/2/2015)
RR
Idaho(7/11/2012)
RR
Illinois(8/20/2010)
IAR
Illinois(3/31/2025)
RR
Indiana(1/5/2016)
RR
Iowa(8/20/2010)
RR
Kansas(1/5/2018)
RR
Kentucky(1/5/2018)
RR
Louisiana(1/7/2022)
RR
Maine(1/7/2022)
RR
Maryland(8/8/2020)
RR
Massachusetts(10/9/2020)
RR
Michigan(2/23/2012)
RR
Minnesota(1/5/2016)
RR
Mississippi(1/7/2022)
RR
Missouri(1/5/2018)
RR
Montana(1/7/2022)
RR
Nebraska(1/7/2022)
RR
Nevada(1/5/2016)
RR
New Hampshire(4/23/2020)
RR
New Jersey(10/1/2019)
RR
New Mexico(4/9/2021)
RR
New York(10/1/2019)
RR
North Carolina(10/1/2019)
RR
North Dakota(1/7/2022)
RR
Ohio(1/5/2015)
RR
Oklahoma(10/1/2019)
RR
Oregon(1/7/2022)
RR
Pennsylvania(1/5/2018)
RR
Puerto Rico(3/1/2024)
RR
Rhode Island(1/7/2022)
RR
South Carolina(1/4/2019)
RR
South Dakota(1/7/2022)
RR
Tennessee(1/5/2016)
RR
Texas(12/14/2012)
IAR
Texas(3/31/2025)
RR
Utah(1/5/2016)
RR
Vermont(1/7/2022)
RR
Virgin Islands(1/7/2022)
RR
Virginia(1/20/2017)
RR
Washington(4/23/2020)
RR
West Virginia(1/7/2022)
RR
Wisconsin(8/20/2010)
RR
Wyoming(1/7/2022)
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
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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
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
Vice President, Executive Planning ConsultantCRD#: 104555Glen Ellyn, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
