Briana Cefaloni

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

• 07/2019 → Present
  Fidelity Investments
  New York, NY
• 05/2018 → 07/2018
  Fidelity Investments
  New York, NY
• 05/2017 → 08/2017
  Fidelity Investments
  New York, NY
• 08/2018 → 04/2019
  Max Exposure Business Solutions
  Waltham, MA
• 08/2017 → 05/2018
  Max Exposure Business Solutions
  Waltham, MA
• 08/2016 → 05/2017
  Max Exposure Business Solutions
  Waltham, MA
• 08/2016 → 05/2017
  Bentley University
  Waltham, MA
• 08/2017 → 05/2018
  Bentley University
  Waltham, MA
• 08/2018 → 05/2019
  Bentley University
  Waltham, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-19
• S63 Uniform Securities Agent State Law Examination
  2020-01-14

Other Names

• Briana Cefaloni
• Briana Gabrielle Cefaloni