JA
John Abreu
STRATEGIC ADVISERS LLC
CHICAGO, IL
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CRD#: 5766216
JA
Professional summary
John Abreu, who also goes by Joao ^ Abreu ^, Joao Abreu, John Abreu, Joao C De Abreu, Joao ^ De Abreu ^, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chicago, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Chicago, Illinois.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. John has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joao ^ Abreu ^ | Joao Abreu | John Abreu | Joao C De Abreu | Joao ^ De Abreu ^
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.
OBA-91824|OrgNmn:Slated homes LLC|Org Addr:chicago,Illinois,US|OBA Nature:LLC used for Realestate flippi|Invst Rel:Y|Title:My wife is the president and sole|Duties:Owned by my wife. I co-sign the loans if needed |StrtDt:04-01-22|TotHrs/mon:2|TrdHrs/mon:0|OBA-91802|OrgNmn:1000 Adams |Org Addr:Chicago,Illinois,US|OBA Nature:VP of my HOA Board|Invst Rel:N|Title:vice president|Duties:Vote on HOA related matters for the condo association and enforcing, editing, creating the rules of the hoa.|StrtDt:03-26-18|TotHrs/mon:2|TrdHrs/mon:0|OBA-91801|OrgNmn:Adams Street Capital LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Holding company for my persona|Invst Rel:Y|Title:General partner / Sole Memeber|Duties:source tenants and occational repairs as needed |StrtDt:06-28-18|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view John Abreu'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200RIA
CRD#: 104555
CHICAGO, IL
Current
November 15, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 401 N. Michigan Avenue Ste 100, Chicago, IL 60611BD
CRD#: 7784
CHICAGO, IL
Past
November 17, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHICAGO, IL
Past
September 20, 2017 - September 12, 2022
HARRISDIRECT LLC
RIA
CRD#: 42159
Chicago, IL
Past
September 20, 2017 - September 12, 2022
E*TRADE SECURITIES LLC
BD
CRD#: 29106
Chicago, IL
Past
March 20, 2015 - September 18, 2017
MORGAN STANLEY
RIA
CRD#: 149777
CHICAGO, IL
Past
March 20, 2015 - September 18, 2017
MORGAN STANLEY
BD
CRD#: 149777
CHICAGO, IL
Past
August 18, 2011 - March 23, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREAT NECK, NY
Past
May 17, 2011 - March 23, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREAT NECK, NY
Past
March 24, 2010 - May 5, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
FARMINGVILLE, 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(11/15/2022)
RR
California(11/15/2022)
RR
Colorado(4/11/2023)
RR
Connecticut(11/15/2022)
RR
Delaware(10/18/2023)
RR
District of Columbia(10/18/2023)
RR
Florida(11/15/2022)
RR
Georgia(10/18/2023)
RR
Idaho(7/11/2024)
RR
Illinois(11/15/2022)
IAR
Illinois(3/31/2025)
RR
Indiana(11/15/2022)
RR
Iowa(10/29/2025)
RR
Kentucky(10/18/2023)
RR
Massachusetts(11/15/2022)
RR
Michigan(11/15/2022)
RR
Minnesota(11/15/2022)
RR
Missouri(10/18/2023)
RR
Nevada(10/18/2023)
RR
New Jersey(10/18/2023)
RR
New York(11/15/2022)
RR
North Carolina(7/21/2023)
RR
Ohio(11/16/2022)
RR
Pennsylvania(10/18/2023)
RR
South Carolina(7/11/2024)
RR
Tennessee(7/11/2024)
RR
Texas(11/15/2022)
IAR
Texas(3/31/2025)
RR
Utah(10/18/2023)
RR
Virginia(4/11/2023)
RR
Washington(3/25/2023)
RR
Wisconsin(11/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
