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RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

CELESTE BEVILACQUA

Advisor at STRATEGIC ADVISERS LLC

NEW YORK, NY | PAWLING, NY

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Search this name across graphsid dfx:ria:be704fa1-17fa-dd6d-4456-3c6f9443ab4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 28, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Apr 28, 1986
First registration: Jan 22, 2013
Dual registered: yes, broker-dealer
Other names: CELESTE SIMONE CHARRON|CELESTE CHARRON CARDIN|CELESTE CHARRON CARDIN|CELESTE SIMONE BEVILACQUA|Celeste Bevilacqua
IAPD individual key: 1447268

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	PAWLING, NY\|NEW YORK, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|NEW YORK, NY\|NEW YORK, NY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 13, 2016	Jul 13, 2018	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
EDWARD JONES	National bd RIA	Jan 22, 2013	Jul 20, 2016	no	ST LOUIS, MO\|PAWLING, NY\|LAGRANGEVILLE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
EDWARD JONES	STRATEGIC ADVISERS LLC	Jul 20, 2016	Oct 13, 2016	85	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 13, 2016 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 22, 2013 to Jul 20, 2016factForm ADV

Dated events

No dated event names this entity yet.