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Gianni Valentini

Strategic Advisers LLC

Cambridge, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

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

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

Boston, 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
Lifespan Providence RI 08/2016 05/2017
Briarwood Meadows Corp East Greenwich RI 05/2017 08/2017
Gurneys Newport Resort And Marina Newport RI 07/2018 08/2018
Whalerock Point Partners Llc Providence RI 06/2020 08/2020
Fidelity Investments Merrimack NH 06/2021 Present
Trinity College Hartford CT 08/2017 05/2021
Unemployed Cranston RI 09/2018 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2017
    Lifespan
    Providence, RI
  • 05/2017 → 08/2017
    Briarwood Meadows Corp
    East Greenwich, RI
  • 07/2018 → 08/2018
    Gurneys Newport Resort And Marina
    Newport, RI
  • 06/2020 → 08/2020
    Whalerock Point Partners Llc
    Providence, RI
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2017 → 05/2021
    Trinity College
    Hartford, CT
  • 09/2018 → 05/2020
    Unemployed
    Cranston, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-03
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2022-12-03
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • Gianni Antonio Valentini
  • Gianni Valentini

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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