Lindsay A. Antonowicz
Professional summary
Lindsay Ann Antonowicz, CFP®, who also goes by Lindsay Antonowicz, Lindsay Ann Rankin, Lindsay Rankin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Hartford, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in West Hartford, Connecticut.
Lindsay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Lindsay has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lindsay Ann Antonowicz's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211December 2, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 29 South Main Street Ste A02 Town Center, West Hartford, CT 06107January 11, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 24, 2020 - September 23, 2022
WESTVIEW INVESTMENT ADVISORS
August 11, 2016 - March 12, 2020
WESTVIEW INVESTMENT ADVISORS, LLC
August 12, 2010 - June 14, 2016
FIDELITY DISTRIBUTORS COMPANY LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2025)
(12/9/2022)
(3/31/2025)
(1/9/2023)
(1/3/2025)
(5/9/2025)
(3/25/2023)
(1/1/2023)
(7/21/2023)
(3/25/2023)
(3/25/2023)
(5/19/2023)
(1/5/2024)
(3/25/2023)
(1/3/2025)
(3/31/2025)
(5/9/2025)
(9/29/2023)
(9/21/2023)
Exams
Series 7TO
Date: 12/2/2022
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
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