Vylette Rose Leone

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

• 09/2018 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 05/2018 → 09/2018
  Restoration Cafe
  Manchester, NH
• 10/2017 → 08/2018
  Nashua School District
  Nashua, NH
• 09/2013 → 12/2017
  Southern New Hampshire University
  Hooksette, NH
• 01/2014 → 12/2017
  Southern New Hampshire University
  Hooksett, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-02-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2018-12-21

Other Names

• Vylette Rose Leone
• Anthony Joseph Leone
• Vylette Leone