Daniella Rita Weldon

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

• 07/2020 → 07/2020
  Unemployed
  Melrose, MA
• 06/2024 → 07/2024
  Unemployed
  Melrose, MA
• 03/2022 → 05/2024
  Smart About Money, Student Success
  Amherst, MA
• 09/2021 → 10/2021
  Hangar Pub And Grill
  Amherst, MA
• 08/2017 → 06/2020
  Northfiled Mount Hermon
  Northfield, MA
• 08/2020 → 09/2020
  United Census Bureau
  Waltham, MA
• 05/2016 → 08/2019
  Bruggers
  Melrose, MA
• 08/2020 → 05/2024
  Univrsity Of Massachusetts Amherst
  Amherst, MA
• 08/2024 → Present
  Fidelity Investments
  Boston, MA
• 05/2021 → 08/2021
  Jack And Charlies
  Nantucket, MA
• 05/2014 → 06/2017
  Mystic Valley Regional Charchter School
  Malden, MA
• 05/2021 → 08/2021
  Jmclaughlin
  Nantucket, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Melrose, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-18

Other Names

• Daniella R Weldon
• Daniella Weldon