Giacomo Parente

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-05-20
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-05-20
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Brooklyn, NY • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
J.P. Morgan Securities Llc	Burlingame	CA	12/2015	06/2019
The Vanguard Group, Inc.	Malvern	PA	03/2022	05/2022
Unemployed	Oakland	CA	06/2019	03/2020
Unemployed	San Francisco	CA	03/2020	05/2021
Unemployed	New York	NY	05/2021	11/2021
Corcoran Group	New York	NY	11/2021	04/2022
Food With An Accent	New York	NY	04/2021	05/2022
Fidelity Investments	Walnut Creek	CA	05/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2015 → 06/2019

J.P. Morgan Securities Llc

Burlingame, CA
03/2022 → 05/2022

The Vanguard Group, Inc.

Malvern, PA
06/2019 → 03/2020

Unemployed

Oakland, CA
03/2020 → 05/2021

Unemployed

San Francisco, CA
05/2021 → 11/2021

Unemployed

New York, NY
11/2021 → 04/2022

Corcoran Group

New York, NY
04/2021 → 05/2022

Food With An Accent

New York, NY
05/2022 → Present

Fidelity Investments

Walnut Creek, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-06-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Walnut Creek, CA
2022-03-17 → 2022-05-13

Vanguard Advisers, Inc.

Malvern, PA
2015-12-14 → 2019-06-20

J.P. Morgan Securities Llc

Burlingame, CA

San Mateo, CA

San Carlos, CA

Burlingame, CA
2012-11-13 → 2015-12-18

Lpl Financial Llc

Oakland, CA

San Mateo, CA

Fort Mill, SC

San Francisco, CA

San Maeteo, CA

Tempe, AZ
2009-04-06 → 2012-11-16

Cuna Brokerage Services, Inc.

Waverly, IA

San Mateo, CA
2007-11-15 → 2009-01-29

Banc Of America Investment Services, Inc.

San Francisco, CA
2005-10-03 → 2007-11-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA

San Francisco, CA
2005-06-09 → 2005-09-07

Wells Fargo Investments, Llc

San Francisco, CA

Other Businesses

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-04-18
S66	Uniform Combined State Law Examination	2005-06-08

S63 Uniform Securities Agent State Law Examination

2022-04-18
S66 Uniform Combined State Law Examination

2005-06-08

Designations

View on SEC IAPD