Lauren Rossi

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

• 02/2017 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 11/2012 → 09/2016
  Bayview Loan Servicing, Inc.
  Fort Washington, PA
• 09/2016 → 02/2017
  Wells Fargo Home Mortgage
  Princeton, NJ
• 06/2017 → 12/2017
  Bank Of America, N.A.
  Pennington, NJ
• 12/2017 → 04/2021
  Valic Financial Advisors, Inc.
  Berkley Heights, NJ
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Laurel, NJ
• 2017-12-19 → 2021-04-27
  Valic Financial Advisors, Inc.
  Berkeley Heights, NJ
• 2017-07-26 → 2017-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Other Businesses

OBA-127459|OrgNmn:Lauren Rossi LLC|Org Addr:Mount Laur,New Jersey,US|OBA Nature:I will be selling name brand p|Invst Rel:N|Title:Independent Contractor|Duties:I will spend a few hours per month on weekends for this. Maybe 10 hrs at the most|StrtDt:03-02-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-07-21

Other Names

• Lauren Rae Rossi
• Lauren Rossi