Mandy Sue Snider

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

• 06/2026 → Present
  Fidelity Brokerage Services Llc
  Exton, PA
• 06/2026 → Present
  Strategic Advisers, Llc
  Exton, PA
• 05/2015 → 10/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2021 → 10/2023
  Thrive Capital Management, Llc
  Ft. Washington, PA
• 10/2021 → 10/2023
  Thrive Insurance Group, Llc
  Ft. Washington, PA
• 10/2021 → 10/2023
  Thrive Financial Services, Llc
  Ft. Washington, PA
• 10/2023 → Present
  Fidelity Investments
  Villanova, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Villanova, PA
• 2021-11-08 → 2023-10-03
  Thrive Capital Management, Llc
  Fort Washington, PA
• 2020-07-31 → 2021-10-29
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

OBA-103248|OrgNmn:FinServ Foundation|Org Addr:Omaha,Nebraska,US|OBA Nature:Foundation for students wishin|Invst Rel:Y|Title:Volunteer Mentor|Duties:Monthly meetings with my mentee for 6 months|StrtDt:08-30-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-20

Designations

• Chartered Financial Consultant

Other Names

• Mandy Sue Vincenzini
• Mandy Sue Vincenzini
• Mandy Sue Snider
• Mandy S Snider