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Kassandra Petrocelli

Strategic Advisers LLC

New York, NY

Watertown, CT

Fairfield, 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
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

13A W 61St St, New York, NY 10023-0000 • United States

Watertown, CT • United States

1261 Post Road, Fairfield, CT 06824-6072 • 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
Johnson & Wales University Providence RI 09/2012 02/2017
Lionbridge Technologies Waltham MA 09/2016 12/2016
Igus, Inc. Rumford RI 01/2017 05/2017
Fidelity Investments Smithfield RI 06/2017 04/2018
Fidelity Investments Smithfield RI 05/2018 01/2019
Fidelity Investments Institutional Services Company Smithfield RI 02/2019 Present
Fbs Llc - Fidelity Brokerage Services Llc New York NY 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2012 → 02/2017
    Johnson & Wales University
    Providence, RI
  • 09/2016 → 12/2016
    Lionbridge Technologies
    Waltham, MA
  • 01/2017 → 05/2017
    Igus, Inc.
    Rumford, RI
  • 06/2017 → 04/2018
    Fidelity Investments
    Smithfield, RI
  • 05/2018 → 01/2019
    Fidelity Investments
    Smithfield, RI
  • 02/2019 → Present
    Fidelity Investments Institutional Services Company
    Smithfield, RI
  • 04/2020 → Present
    Fbs Llc - Fidelity Brokerage Services Llc
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Other Businesses

OBA-12168|OrgNmn:KASSANDRA PETROCELLI|Org Addr:Watertown,Connecticu,US|OBA Nature:Create content for brands|Invst Rel:N|Title:Influencer/Content Creator |Duties:Create social media content |StrtDt:07-28-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-10
S63 Uniform Securities Agent State Law Examination 2019-06-07
  • S66 Uniform Combined State Law Examination
    2022-01-10
  • S63 Uniform Securities Agent State Law Examination
    2019-06-07

View on SEC IAPD

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HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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