Vincent M Fichera

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

• 06/2019 → 01/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2015 → 05/2019
  Montclair State University
  Montclair, NJ
• 11/2017 → 08/2019
  Penske Truck Leasing
  Parsippany, NJ
• 09/2017 → 11/2017
  Raymour & Flanigan
  Fairfield, NJ
• 02/2017 → 06/2018
  Luxottica Group
  Wayne, NJ
• 01/2016 → 01/2017
  Dry Wall Loaders Llc
  Forked River, NJ
• 10/2020 → 01/2023
  Bank Of America, N.A.
  Pennington, NJ
• 01/2023 → Present
  Fidelity Investments
  Princeton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Princeton, NJ
• 2020-02-18 → 2023-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Chandler, AZ
  Pennington, NJ

Other Businesses

OBA-127098|OrgNmn:AG Marine |Org Addr:Toms River,New Jersey,US|OBA Nature:Marine Construction Business |Invst Rel:N|Title:Passive Investor |Duties:Passive Investments for a small equity stake |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14

Designations

• Certified Financial Planner

Other Names

• Vincent M Fichera
• Vincent Fichera
• Vincent Michael Fichera