Gina M Costa

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

• 08/2006 → Present
  Fidelity Investments
  Worcester, MA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-05-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mattapoisett, MA
• 2018-07-13 → 2019-01-11
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2008-07-22 → 2018-07-13
  Strategic Advisers Llc
  Braintree, MA
  Smithfield, RI
  Boston, MA
  Mattapoisett, MA

Exams

• S66 Uniform Combined State Law Examination
  2008-06-14
• S63 Uniform Securities Agent State Law Examination
  2007-01-16

Other Names

• Gina M Mollicone
• Gina M Mollicone Costa
• Gina M Costa
• Gina Costa