Angela M. Di Rienzo

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

• 08/2012 → 11/2016
  Wells Fargo Advisors Llc
  Short Hills, NJ
• 11/2016 → 10/2021
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
• 10/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2013-02-06 → 2021-11-01
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
• 2008-05-12 → 2008-07-31
  Citigroup Global Markets Inc.
  Florham Park, NJ

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2008-05-05

Other Names

• Angela Dirienzo
• Angela Michele Dirienzo
• Angela Di Rienzo