Judin Pierre Louis
Professional summary
Judin Pierre Louis, who also goes by Judin Pierrelouis, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Riverdale, New York and FIDELITY BROKERAGE SERVICES LLC located in Chappaqua, New York.
Judin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Judin has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Judin Pierre Louis's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 480 Bedford Road, Chappaqua, NY 10514September 1, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 480 Bedford Road, Chappaqua, NY 10514September 6, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 23, 2023 - August 17, 2023
MORGAN STANLEY
March 22, 2019 - August 18, 2023
HARRISDIRECT LLC
March 20, 2019 - August 21, 2023
E*TRADE SECURITIES LLC
December 10, 2015 - April 4, 2019
CITIGROUP GLOBAL MARKETS INC.
December 10, 2015 - April 4, 2019
CITIGROUP GLOBAL MARKETS INC.
January 28, 2015 - December 8, 2015
CAPITAL ONE ADVISORS, LLC
January 2, 2015 - December 8, 2015
CAPITAL ONE INVESTING, LLC
September 22, 2014 - January 28, 2015
CAPITAL ONE FINANCIAL ADVISORS LLC
September 18, 2014 - January 2, 2015
CAPITAL ONE INVESTMENT SERVICES LLC
January 13, 2014 - October 9, 2014
J.P. MORGAN SECURITIES LLC
January 13, 2014 - October 9, 2014
J.P. MORGAN SECURITIES LLC
December 22, 2012 - October 23, 2013
MORGAN STANLEY
November 7, 2012 - October 23, 2013
MORGAN STANLEY
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
(9/1/2023)
(2/17/2025)
(9/1/2023)
(11/14/2025)
(3/1/2024)
(12/7/2023)
(9/1/2023)
(9/1/2023)
(3/31/2025)
(11/30/2023)
(11/14/2025)
(2/16/2024)
(7/17/2024)
(12/1/2023)
(3/31/2025)
Exams
FINRA
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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