Philip A. Razza

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

• 06/2015 → 08/2018
  Levittown Schools
  Levittown, NY
• 03/2019 → 06/2019
  Donerty
  Stony Brook, NY
• 09/2019 → 07/2020
  Luxottica
  Lake Grove, NY
• 08/2016 → 05/2020
  Stony Brook University
  Stony Brook, NY
• 08/2020 → Present
  Stony Brook University
  Stony Brook, NY
• 07/2020 → 11/2020
  Unemployed
  Wantagh, NY
• 12/2020 → 08/2021
  Equitable Advisors
  Woodbury, NY
• 08/2021 → Present
  Fidelity Investments
  Lake Grove, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY
• 2021-06-29 → 2021-08-25
  Equitable Advisors, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-03-13

Designations

• Certified Financial Planner

Other Names

• Philip Razza