Tyler Troiano

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

• 02/2022 → 10/2022
  Citizens Securities
  Johnston, RI
• 03/2015 → 07/2020
  Alberto'S Pub And Pizza
  Norton, MA
• 10/2022 → 03/2025
  Merrill Lynch
  Charlotte, NC
• 04/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2020 → 02/2022
  Jp Morgan Chase & Co.
  New York, NY
• 07/2020 → 09/2020
  Bankers Life
  Warwick, RI

Previous Registrations

• 2023-04-08 → 2025-04-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Warwick, RI
  Woonsocket, RI
  Cranston, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-04-07
• S63 Uniform Securities Agent State Law Examination
  2021-11-12

Other Names

• Tyler Troiano
• Tyler Jacob Troiano