Victoria Lynn Marcello

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

• 09/2025 → Present
  Fidelity Investments
  Nashville, TN
• 05/2024 → 09/2024
  Isecretshop
  Mercer Island, WA
• 05/2024 → 08/2025
  Coyle Hospitality Group
  New York, NY
• 08/2014 → 05/2019
  Cello'S Restaurant
  Metairie, LA
• 06/2019 → 08/2019
  Unemployed
  Kenner, LA
• 08/2019 → 05/2024
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2019-10-14 → 2024-05-13
  Edward Jones
  St Louis, MO
  Kenner, LA
  Metairie, LA
  Metairie, LA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-12