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Alyssa Capone

Strategic Advisers LLC

Roselle Park, NJ

CRD 7430229

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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

Roselle Park, NJ • 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
Fidelity Investments Millburn NJ 07/2021 Present
The Kilkenny House Cranford NJ 06/2020 08/2020
Legends New York NY 06/2019 08/2019
Center For Learning And Excellence Scranton PA 09/2019 05/2020
Unemployed N/A XX 08/2017 06/2019
The Kilkenny House Cranford NJ 08/2016 08/2017
Unemployed N/A XX 08/2020 12/2020
The Heart Specialist Mountainside NJ 01/2021 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Millburn, NJ
  • 06/2020 → 08/2020
    The Kilkenny House
    Cranford, NJ
  • 06/2019 → 08/2019
    Legends
    New York, NY
  • 09/2019 → 05/2020
    Center For Learning And Excellence
    Scranton, PA
  • 08/2017 → 06/2019
    Unemployed
    N/A, XX
  • 08/2016 → 08/2017
    The Kilkenny House
    Cranford, NJ
  • 08/2020 → 12/2020
    Unemployed
    N/A, XX
  • 01/2021 → 07/2021
    The Heart Specialist
    Mountainside, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Millburn, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-20
  • S66 Uniform Combined State Law Examination
    2022-05-20
Other Names
  • Alyssa Nicole Capone
  • Alyssa Capone

View on SEC IAPD

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