Joseph Gizzarelli

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

• 06/2014 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 06/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2021-11-10 → 2022-06-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Riverside, RI

Other Businesses

OBA-88740|OrgNmn:TheMoodyCrow|Org Addr:Woonsocket,Rhode Isla,US|OBA Nature:arts & crafts online store |Invst Rel:N|Title:Owner |Duties:Drawing, print making, shipping prints, online and social media maintenance of online store|StrtDt:12-07-15|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-11-06

Other Names

• Joseph Gizzarelli
• Joseph Anthony Gizzarelli