Jeffrey Candelora

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

• 02/2014 → 12/2016
  Elim Park Place
  Cheshire, CT
• 12/2016 → 05/2018
  Life Safety Service And Supply
  Cheshire, CT
• 09/2018 → 07/2021
  Marketsource
  Nashua, NH
• 08/2018 → 07/2021
  Nashua Community College
  Nashua, NH
• 09/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2024-03-26
• S63 Uniform Securities Agent State Law Examination
  2022-03-15

Other Names

• Jeffrey Robert Candelora
• Jeffrey Candelora