Best Investors Account Sign in

Richard Tonetti

Strategic Advisers LLC

Jacksonville, FL

St Augustine, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St Augustine, FL • 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 04/2023
Walmart Flemington NJ 03/2021 07/2021
United States Postal Service Upper Black Eddy PA 11/2019 03/2020
Via Lunar Jackal, Inc. Conshohocken PA 04/2016 07/2021
Fidelity Investments Jacksonville FL 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 04/2023
    The Vanguard Group, Inc.
    Malvern, PA
  • 03/2021 → 07/2021
    Walmart
    Flemington, NJ
  • 11/2019 → 03/2020
    United States Postal Service
    Upper Black Eddy, PA
  • 04/2016 → 07/2021
    Via Lunar Jackal, Inc.
    Conshohocken, PA
  • 04/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2021-10-26 → 2023-03-24
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
  • S66 Uniform Combined State Law Examination
    2021-10-15
Other Names
  • Rick Tonetti
  • Richard Tonetti
  • Richard Alan Tonetti

View on SEC IAPD

Other Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor