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Daniella Russo

Strategic Advisers LLC

Old Bridge, NJ

Manalapan, NJ

CRD 7323409

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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
NJ RA APPROVED 2025-05-27
TX RA APPROVED 2025-05-27
  • NJ RA
    APPROVED
    Since 2025-05-27
  • TX RA
    APPROVED
    Since 2025-05-27

Branch Locations

Old Bridge, NJ • United States

198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • 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
St Joseph By The Sea High School Staten Island NY 09/2013 06/2017
Monmouth University West Long Branch NJ 09/2017 05/2021
Monmouth University West Long Branch NJ 05/2022 02/2023
Mike Anthony Group Inc Staten Island NY 08/2022 01/2023
Fidelity Investments Manalapan NJ 02/2023 Present
Bank Of America New York NY 12/2020 02/2022
Wells Fargo Advisors Staten Island NY 04/2018 12/2020
  • 09/2013 → 06/2017
    St Joseph By The Sea High School
    Staten Island, NY
  • 09/2017 → 05/2021
    Monmouth University
    West Long Branch, NJ
  • 05/2022 → 02/2023
    Monmouth University
    West Long Branch, NJ
  • 08/2022 → 01/2023
    Mike Anthony Group Inc
    Staten Island, NY
  • 02/2023 → Present
    Fidelity Investments
    Manalapan, NJ
  • 12/2020 → 02/2022
    Bank Of America
    New York, NY
  • 04/2018 → 12/2020
    Wells Fargo Advisors
    Staten Island, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-06
S63 Uniform Securities Agent State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2025-05-06
  • S63 Uniform Securities Agent State Law Examination
    2023-08-30

View on SEC IAPD

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