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John A. Occhipinti

Strategic Advisers LLC

Fairfield, CT

Fairfield, CT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Fairfield, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Elmsford NY 10/2015 03/2017
Mml Investors Services, Llc Elmsford NY 03/2017 05/2018
Massachusetts Mutual Life Insurance Company Elmsford NY 07/2016 05/2018
Fidelity Brokerage Services Llc Fairfield CT 05/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 03/2017
    Metlife
    Elmsford, NY
  • 03/2017 → 05/2018
    Mml Investors Services, Llc
    Elmsford, NY
  • 07/2016 → 05/2018
    Massachusetts Mutual Life Insurance Company
    Elmsford, NY
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Fairfield, CT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-28
  • S66 Uniform Combined State Law Examination
    2011-07-28
Other Names
  • John Anthony Occhipinti
  • John Anthony Occhipinti
  • John Anthony Occhipinti
  • John A Occhipinti
  • John Occhipinti

View on SEC IAPD

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Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

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