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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:

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_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Monaca, PA • United States

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • 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
Sagepoint Financial Oakmont PA 06/2020 06/2022
Duquesne University Pittsburgh PA 08/2016 05/2020
Primary Health Network Sharon PA 06/2019 08/2019
Focus Life Institute Hermitage PA 06/2019 08/2019
Unemployed Pittsburgh PA 05/2018 08/2018
Medi-Rx Poland OH 12/2017 01/2018
Medi-Rx Poland OH 05/2017 08/2017
Medi-Rx Poland OH 12/2016 01/2017
Valic Financial Advisors, Inc. Pittsburgh PA 08/2022 12/2023
Agia Houston TX 12/2022 12/2023
Fidelity Investments Cranberry Township PA 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 06/2022
    Sagepoint Financial
    Oakmont, PA
  • 08/2016 → 05/2020
    Duquesne University
    Pittsburgh, PA
  • 06/2019 → 08/2019
    Primary Health Network
    Sharon, PA
  • 06/2019 → 08/2019
    Focus Life Institute
    Hermitage, PA
  • 05/2018 → 08/2018
    Unemployed
    Pittsburgh, PA
  • 12/2017 → 01/2018
    Medi-Rx
    Poland, OH
  • 05/2017 → 08/2017
    Medi-Rx
    Poland, OH
  • 12/2016 → 01/2017
    Medi-Rx
    Poland, OH
  • 08/2022 → 12/2023
    Pittsburgh, PA
  • 12/2022 → 12/2023
    Agia
    Houston, TX
  • 12/2023 → Present
    Fidelity Investments
    Cranberry Township, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cranberry Township, PA
  • 2022-08-08 → 2023-12-20
    Seven Fields, PA
    Pittsburgh, PA
  • 2022-02-03 → 2022-06-30
    Osaic Services, Inc.
    Oakmont, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-31
S63 Uniform Securities Agent State Law Examination 2020-07-31
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31
  • S63 Uniform Securities Agent State Law Examination
    2020-07-31
Other Names
  • Anthony William Bianco
  • Anthony Bianco

View on SEC IAPD

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