Mauro Rocco Ciarmoli

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

• 10/2005 → 04/2022
  Lpl Financial, Llc
  San Diego, CA
• 04/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Marcos, CA
• 2005-10-12 → 2022-04-12
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
• 2003-11-14 → 2005-02-09
  Banc Of America Investment Services, Inc.
  San Diego, CA
• 2001-03-22 → 2003-11-18
  Morgan Stanley Dw Inc.
  Fallbrook, CA

Other Businesses

OBA-68247|OrgNmn:MCC Discovery, LLC|Org Addr:San Marcos,California,US|OBA Nature:LLC for tax/business purposes |Invst Rel:N|Title:owner|Duties:n/a|StrtDt:03-01-21|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-24
• S63 Uniform Securities Agent State Law Examination
  1998-08-14