Danielle Taglianetti

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

• 07/2012 → 12/2017
  Cco Investment Services
  Providence, RI
• 12/2017 → 11/2021
  Citizens Bank
  Providence, RI
• 12/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2013-04-17 → 2021-11-22
  Citizens Securities, Inc.
  Cranston, RI
  Providence, RI
  Johnston, RI
  Cranston, RI
  Stamford, CT
  Canton, MA
  Johnston, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-29
• S63 Uniform Securities Agent State Law Examination
  2012-11-07

Other Names

• Danielle Jean Taglianetti
• Danielle Jean Lima