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Amanda Ingenito

Strategic Advisers LLC

Belmar, NJ

Princeton, NJ

CRD 7415466

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Belmar, NJ • United States

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • 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
The Vanguard Group, Inc. Malvern PA 07/2021 06/2022
Under Armour Jackson NJ 05/2017 01/2020
Martell's Tiki Bar Point Pleasant NJ 05/2019 08/2019
Vcs Software State College PA 06/2020 06/2021
Jackson Memorial High School Jackson NJ 09/2013 06/2017
Pennsylvania State University University Park PA 08/2017 05/2021
Fidelity Investments Princeton NJ 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 06/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2017 → 01/2020
    Under Armour
    Jackson, NJ
  • 05/2019 → 08/2019
    Martell's Tiki Bar
    Point Pleasant, NJ
  • 06/2020 → 06/2021
    Vcs Software
    State College, PA
  • 09/2013 → 06/2017
    Jackson Memorial High School
    Jackson, NJ
  • 08/2017 → 05/2021
    Pennsylvania State University
    University Park, PA
  • 07/2022 → Present
    Fidelity Investments
    Princeton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Princeton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-17
S63 Uniform Securities Agent State Law Examination 2021-09-07
  • S66 Uniform Combined State Law Examination
    2022-10-17
  • S63 Uniform Securities Agent State Law Examination
    2021-09-07
Other Names
  • Amanda Ingenito
  • Amanda Marie Ingenito

View on SEC IAPD

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