Angelo De Leon

CRD 5590216 · Fidelity Brokerage Services LLC · Chappaqua, NY

IA RegisteredBroker

Also appears in the source record as: Angelo J De Leon; Yunior J De Leon; Angelo Jose De Leon; Angelo De Leon; Angelo Deleon

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63Series 7TOSIESeries 6
Registered states (16): California · Connecticut · Florida · Iowa · Maine · Massachusetts · Michigan · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Chappaqua, NY · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Brookfield, CT · BD capacity

Jan 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Chappaqua, NY · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 10, 2025 → Mar 31, 2025
J.P. Morgan Securities LLC
BD capacity

Feb 1, 2024 → Dec 17, 2024
J.P. Morgan Securities LLC
IA capacity

Jan 26, 2024 → Dec 17, 2024
Wells Fargo Clearing Services, LLC
IA capacity

Nov 4, 2022 → Feb 24, 2023
Wells Fargo Clearing Services, LLC
BD capacity

Aug 11, 2022 → Feb 24, 2023
J.P. Morgan Securities LLC
BD capacity

Apr 20, 2022 → Jun 10, 2022
Citigroup Global Markets Inc.
BD capacity

Mar 6, 2014 → Nov 11, 2020
J.P. Morgan Securities LLC
BD capacity

Oct 1, 2012 → Jan 27, 2014
Chase Investment Services Corp.
BD capacity

Feb 10, 2011 → Oct 1, 2012
Chase Investment Services Corp.
BD capacity

Oct 3, 2008 → Jun 17, 2010

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5590216 ↗ FINRA BrokerCheck record for CRD 5590216 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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