Brett Canzano

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

• 03/2016 → 01/2018
  Bruegger'S Bagels
  Wellesley, MA
• 09/2017 → 02/2018
  Honey For Haiti
  Providence, RI
• 09/2017 → 05/2021
  Providence College
  Providence, RI
• 05/2018 → 08/2018
  Woodland Golf Club
  Auburndale, MA
• 05/2019 → 08/2019
  Collette
  Pawtucket, RI
• 06/2020 → 08/2020
  State Street
  Boston, MA
• 06/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 08/2013 → 06/2017
  Wellesley High School
  Wellesley, MA
• 08/2017 → 05/2021
  Providence College
  Providence, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Smithfield, RI
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-19

Designations

• Certified Financial Planner

Other Names

• Brett Francis Canzano