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Stefano Tecce

Strategic Advisers LLC

Villanova, PA

Merrimack, NH

Broomall, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Two Contra Way, Merrimack, NH 03054-4334 • United States

Broomall, PA • 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
The Vanguard Group, Inc. Malvern PA 07/2018 09/2020
Nutrisystem Inc Fort Washington PA 12/2011 06/2020
Kutztown University Kutztown PA 09/2016 05/2018
Insomnia Cookies Newtown Square PA 02/2020 03/2020
Coventry Direct Fort Washington PA 10/2020 10/2021
Fidelity Investments Merrimack NH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 09/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 12/2011 → 06/2020
    Nutrisystem Inc
    Fort Washington, PA
  • 09/2016 → 05/2018
    Kutztown University
    Kutztown, PA
  • 02/2020 → 03/2020
    Insomnia Cookies
    Newtown Square, PA
  • 10/2020 → 10/2021
    Coventry Direct
    Fort Washington, PA
  • 10/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-12
S63 Uniform Securities Agent State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2022-01-12
  • S63 Uniform Securities Agent State Law Examination
    2018-09-07
Other Names
  • Stefano Tecce
  • Stefano Siccorso Tecce

View on SEC IAPD

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PATRIOT FINANCIAL MANAGER, L.P.

Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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