Alison Digiulio

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

• 02/2015 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 02/2015 → 01/2021
  Bank Of America, N.A.
  Philadelphia, PA
• 02/2021 → Present
  Fidelity Investments
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-02-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ
• 2015-02-20 → 2021-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  San Diego, CA
  Shamong, NJ
  San Diego, CA
  San Diego, CA
• 2013-09-24 → 2014-11-11
  Morgan Stanley
  Marlton, NJ
• 2012-03-06 → 2013-07-30
  Pruco Securities, Llc.
  Marlton, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-10-09
• S65 Uniform Investment Adviser Law Examination
  2012-02-09

Designations

• Certified Financial Planner

Other Names

• Alison C Digiulio
• Alison Digiulio
• Alison Colleen Digiulio