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Jefferson Zannoni

Strategic Advisers LLC

Smithfield, RI

Dorchester, MA

CRD 7315781

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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
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Dorchester, MA • 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
Fidelity Investments Merrimack NH 11/2020 Present
Fidelity Investments Merrimack NH 11/2019 11/2020
Congress Wealth Management Boston MA 06/2018 05/2019
Camp Young Judaea Amherst NH 06/2018 11/2019
Friendly's Restaurant Merrimack NH 06/2017 08/2017
Emmanuel College Boston MA 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2019 → 11/2020
    Fidelity Investments
    Merrimack, NH
  • 06/2018 → 05/2019
    Congress Wealth Management
    Boston, MA
  • 06/2018 → 11/2019
    Camp Young Judaea
    Amherst, NH
  • 06/2017 → 08/2017
    Friendly's Restaurant
    Merrimack, NH
  • 08/2015 → 05/2019
    Emmanuel College
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-126293|OrgNmn:Baseball Card selling|Org Addr:Dorchester,Massachuse,US|OBA Nature:I am looking to buy baseball c|Invst Rel:N|Title:Owner|Duties:Purchasing baseball cards and the mailing baseball cards if sold. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-26
  • S66 Uniform Combined State Law Examination
    2021-04-26
Other Names
  • Jefferson Edward Zannoni
  • Jefferson Zannoni

View on SEC IAPD

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