Dante John Marzetta

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

• 01/2015 → 03/2019
  Usaa Financial Advisors, Inc
  Atlanta, GA
• 01/2015 → 03/2019
  Usaa Financial Planning Services
  Atlanta, GA
• 01/2018 → 03/2019
  Usaa Investment Management Company
  San Antonio, TX
• 03/2019 → Present
  Fidelity Brokerage Services Llc
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-03-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 2018-01-08 → 2019-03-12
  Usaa Investment Services Company
  San Antonio, TX
• 2015-03-03 → 2018-01-08
  Usaa Financial Planning Services
  Atlanta, GA
  Atlanta, GA
• 2013-06-20 → 2015-01-02
  Strategic Advisers Llc
  Houston, TX
• 2011-03-28 → 2013-05-21
  Msi Financial Services, Inc.
  Houston, TX
  Dallas, TX
  Pearland, TX

Exams

• S66 Uniform Combined State Law Examination
  2011-02-09
• S63 Uniform Securities Agent State Law Examination
  2004-08-17

Other Names

• D J Marzetta