Tamara A Costa

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

• 01/2018 → Present
  Fidelity Brokerage Services Llc
  Jersey City, NJ
• 07/2014 → 12/2017
  The Law Office Of James T. Elliott, Llc
  Morristown, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-11-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jersey City, NJ
• 2005-04-06 → 2008-03-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

OBA-10268|OrgNmn:Mary Kay|Org Addr:Hackettsto,New Jersey,US|OBA Nature:Cosmetic sales/beauty consulta|Invst Rel:N|Title:Beauty Consultant|Duties:None - I am enrolled simply to obtain product discounts. I do not sell any products.|StrtDt:12-27-17|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-05-24

Other Names

• Tamara A Costa
• Tamara A Meiser
• Tamara A Costa
• Tamara Costa
• Tamara Ann Costa