Victoria Dorsey

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

• 03/2020 → Present
  Fidelity Brokerage Services Llc
  Palm Beach Gardens, FL
• 10/2018 → 01/2020
  Schumacher Autotmotive
  North Lake, FL
• 03/2019 → 02/2020
  Bank Of America
  Palm Beach Gardens, FL
• 05/2013 → 11/2016
  Icing Inc
  Wellington, FL
• 11/2016 → 10/2018
  Bebe
  Wellington, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palm Beach Gardens, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-02-16
• S63 Uniform Securities Agent State Law Examination
  2021-04-16

Other Names

• Victoria Rose Liantonio
• Victoria Rose Dorsey