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Dona Zappulla

Strategic Advisers LLC

Greenwich, CT

Easton, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States

Easton, CT • 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
Avon New York NY 03/2015 06/2017
Aupair Care San Franscisco CA 12/2012 05/2019
David Lerner Associates Westport CT 05/2019 05/2021
Fidelity Investments Greenwich CT 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 06/2017
    Avon
    New York, NY
  • 12/2012 → 05/2019
    Aupair Care
    San Franscisco, CA
  • 05/2019 → 05/2021
    David Lerner Associates
    Westport, CT
  • 05/2021 → Present
    Fidelity Investments
    Greenwich, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-04
S63 Uniform Securities Agent State Law Examination 2019-01-10
  • S65 Uniform Investment Adviser Law Examination
    2020-08-04
  • S63 Uniform Securities Agent State Law Examination
    2019-01-10
Other Names
  • Donna Anna Menarguez
  • Dona Ann Zappulla
  • Dona Zappulla

View on SEC IAPD

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Other Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

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