Gianfranco Alfieri

Strategic Advisers LLC

Bridgewater, NJ

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Freehold, NJ • United States

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Bridgewater	NJ	06/2012	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2012 → Present

Fidelity Brokerage Services Llc

Bridgewater, NJ
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Freehold, NJ

Bridgewater, NJ
2013-01-02 → 2018-07-13

Strategic Advisers Llc

Bridgewater, NJ
2011-08-12 → 2012-06-18

Msi Financial Services, Inc.

Iselin, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-08-04
S63	Uniform Securities Agent State Law Examination	2011-06-03

S65 Uniform Investment Adviser Law Examination

2011-08-04
S63 Uniform Securities Agent State Law Examination

2011-06-03

Other Names

Franco Alfieri
Gianfranco Alfieri
Gianfranco M Alfieri
Gianfranco Mario Alfieri

View on SEC IAPD

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