Alyssa Marino-Kincel

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

• 06/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2017 → 07/2020
  Life Time Athletic
  Princeton, NJ
• 01/2016 → 03/2020
  Notre Dame High School
  Lawrenceville, NJ
• 08/2018 → 10/2018
  Hamilton Tap And Grill
  Hamilton, NJ
• 06/2015 → 09/2017
  Rwj Fitness And Wellness Center
  Hamilton, NJ
• 12/2021 → Present
  Fidelity Investments
  Chesterfield, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2021-04-14 → 2021-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-04-12

Other Names

• Alyssa Marino