Lauren Imperiosi Margetts

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

• 08/2011 → 07/2018
  Princor Financial Services Corporation
  Parsippany, NJ
• 08/2011 → 07/2018
  Principal Life Insurance Company
  Parsippany, NJ
• 07/2018 → Present
  Fidelity Brokerage Services
  Towson, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-06-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mahwah, NJ
• 2011-11-23 → 2018-07-26
  Principal Securities, Inc.
  Parsippany, NJ
  Des Moines, IA
  Parsippany, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-21
• S63 Uniform Securities Agent State Law Examination
  2010-12-16

Other Names

• Lauren E. Imperiosi
• Lauren E Imperiosi
• Lauren Elizabeth Imperiosi
• Lauren Imperiosi
• Lauren Elizabeth Imperiosi Margetts