Anthony Giovanni Tramontozzi

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

• 07/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 08/2017 → 05/2021
  Providence College
  Providence, RI
• 05/2020 → 08/2020
  Amicus Properties Llc
  Providence, RI
• 09/2019 → 12/2019
  Institute For Economics And Peace
  St. Leonard's
• 09/2019 → 12/2019
  Capa Global Education Network
  Sydney
• 05/2019 → 06/2020
  Law Office Of John D. Masciarelli
  Reading, MA
• 05/2018 → 12/2019
  Applebee's
  Woburn, MA
• 09/2017 → 05/2018
  Providence College
  Providence, RI
• 06/2017 → 08/2017
  Middleton Golf Course
  Middleton, MA
• 09/2013 → 06/2017
  North Reading High School
  North Reading, MA
• 04/2010 → 06/2017
  Ma Youth Soccer Referee
  North Reading, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Danvers, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2022-02-09

Other Names

• Anthony Giovanni Tramontozzi
• Anthony Tramontozzi