Domenick Palmeri

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

• 10/2021 → Present
  Fidelity Investments
  Wayne, NJ
• 09/2019 → 06/2021
  Leonia Board Of Education
  Leonia, NJ
• 08/2014 → 09/2021
  Boys And Girls Club Of Northwest New Jersey
  Wayne, NJ
• 09/2013 → 05/2017
  Montclair State University
  Montclair, NJ
• 09/2017 → 12/2018
  Saint Peter's University
  Jersey City, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wayne, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-12-22