Brendan Nicholas Lefanto

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 → 09/2017
  Black Whale Bar & Fish House
  Beach Haven, NJ
• 09/2017 → 05/2018
  Full Time Student
  Galloway, NJ
• 05/2018 → 09/2018
  Buckalew's Restaurant & Tavern
  Beach Haven, NJ
• 09/2018 → 01/2019
  Full Time Student
  Galloway, NJ
• 01/2019 → 05/2019
  U.S. Department Of Commerce (Advocacy Center)
  Washington, DC
• 05/2019 → 07/2019
  Buckalew's Restaurant & Tavern
  Beach Haven, NJ
• 07/2019 → 07/2020
  Sei Investments
  Collegeville, PA
• 07/2020 → 05/2021
  Sei Investments
  Collegeville, PA
• 05/2021 → 06/2021
  Unemployed
  Beach Haven, NJ
• 06/2021 → Present
  Fidelity Investments
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15

Other Names

• Brendan Nicholas Lefanto
• Brendan Lefanto