Gabriella Catsicas

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

• 03/2012 → 08/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 03/2012 → 08/2019
  Tiaa
  New York, NY
• 09/2019 → 12/2022
  Jp Morgan Securities, Llc
  Garden City, NY
• 09/2019 → 12/2022
  Jp Morgan Chase Bank, N.A.
  Garden City, NY
• 12/2022 → Present
  Fidelity Investments
  Franklin Square, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin Square, NY
• 2019-09-27 → 2022-12-02
  J.P. Morgan Securities Llc
  Garden City, NY
  Hempstead, NY
  Mineola, NY
  Bellerose, NY
  Williston Park, NY
• 2012-04-13 → 2019-08-16
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 2011-05-24 → 2012-03-26
  Chase Investment Services Corp.
  Hicksville, NY
  Freeport, NY
  Baldwin, NY
  Freeport, NY

Exams

• S66 Uniform Combined State Law Examination
  2011-05-23
• S63 Uniform Securities Agent State Law Examination
  2009-12-28