Suzette Blasini

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

• 05/2018 → 12/2020
  Vipkids
  Green Cove Springs, FL
• 03/2013 → 04/2021
  Homeschooler
  Green Cove Springs, FL
• 02/2017 → 08/2021
  Independent Realtor- Laura Graham
  Green Cove Springs, FL
• 08/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17
• S63 Uniform Securities Agent State Law Examination
  2022-01-10

Other Names

• Suzette Duluc
• Suzette Duluc-Alvarez
• Suzette Duluc Alvarez