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Vinessa Russoniello

Strategic Advisers LLC

Villanova, PA

Ardmore, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Ardmore, PA • 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
OrganizationCityStateFromTo
Morgan Stanley Mt Laurel NJ 11/2012 06/2018
Fidelity Investments Villanova PA 06/2018 03/2023
Fidelity Investments Villanova PA 10/2023 Present
Not Employed Villanova PA 03/2023 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → 06/2018
    Morgan Stanley
    Mt Laurel, NJ
  • 06/2018 → 03/2023
    Fidelity Investments
    Villanova, PA
  • 10/2023 → Present
    Fidelity Investments
    Villanova, PA
  • 03/2023 → 10/2023
    Not Employed
    Villanova, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Villanova, PA
  • 2018-07-20 → 2023-03-06
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
  • 2012-11-20 → 2018-06-19
    Morgan Stanley
    Mount Laurel, NJ
  • 2010-08-18 → 2011-10-10
    Morgan Stanley
    Lawrenceville, NJ
  • 2008-11-22 → 2010-08-24
    Ubs Financial Services Inc.
    Princeton, NJ
  • 2006-04-25 → 2008-11-19
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 2005-12-20 → 2006-04-28
    Merrill Lynch Investment Managers Lp
    Plainsboro, NJ
    Plainsboro, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-28
  • S66 Uniform Combined State Law Examination
    2005-11-28
Designations
Other Names
  • Vinessa Grace Russoniello
  • Vinessa Russoniello

View on SEC IAPD

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Other Investors

FREDERICK P BRODIE
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA
HUNTER SHULL

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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