Raymond J. Podolla

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1999 → 11/2021
  Bull & Bear News Llc
  Miami, FL
• 07/2017 → 01/2018
  Axa Advisors, Llc
  New York, NY
• 02/2018 → 04/2018
  Wealth400, Llc
  Key Biscayne, FL
• 04/2018 → 10/2020
  Td Ameritrade
  Vero Beach, FL
• 10/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL
• 10/2020 → 11/2021
  Bank Of America, N.A.
  West Palm Beach, FL
• 11/2021 → Present
  Fidelity Investments
  Alpharetta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2020-10-06 → 2021-11-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL
• 2018-07-11 → 2020-10-07
  Td Ameritrade, Inc.
  Vero Beach, FL
• 2018-06-20 → 2020-10-07
  Td Ameritrade Investment Management, Llc
  Vero Beach, FL
• 2006-03-29 → 2008-07-17
  Ubs International Inc.
  New York, NY
  Miami, FL
  Coral Gables, FL
• 2003-06-27 → 2006-03-16
  Td Ameritrade, Inc.
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-10-30
• S63 Uniform Securities Agent State Law Examination
  1990-03-09

Other Names

• Ray Podolla
• Raymond John Podolla
• Raymond John Podolla
• Raymond J Podolla
• Raymond Podolla