Gianna Pirri

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

• 08/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 11/2021 → 06/2023
  Cumberland School District
  Cumberland, RI
• 01/2018 → 01/2020
  Marylous Coffee
  Cumberland, RI
• 05/2017 → 10/2017
  Tj Maxx
  Plainville, MA
• 08/2022 → 06/2023
  South Kingstown School District
  South Kingstown, RI
• 08/2019 → 12/2019
  Stonehill College
  North Easton, MA
• 06/2024 → 08/2024
  Unemployed
  Cumberland, RI
• 06/2013 → 05/2017
  Unemployed
  Cumberland, RI
• 01/2020 → 08/2022
  Coffee Connection
  North Attleboro, MA
• 08/2023 → 06/2024
  Pleasant View Elementary School|
  Smithfield, RI
• 08/2015 → 06/2019
  Cumberland High School
  Cumberland, RI
• 06/2023 → 08/2023
  Woonsocket School District
  Woonsocket, RI
• 01/2023 → 06/2023
  Lincoln School District
  Lincoln, RI
• 10/2017 → 01/2018
  Unemployed
  Cumberland, RI
• 06/2022 → 08/2022
  Josies Ice Cream
  Cumberland, RI

Other Businesses

OBA-128971|OrgNmn:CoastalRIPrints|Org Addr:Newport,Rhode Isla,US|OBA Nature:Sale of original artwork and d|Invst Rel:N|Title:Sole Proprietor|Duties:Create original artwork; manage an Etsy online storefront; upload listings; fulfill orders (digital delivery and/or shipping of prints); handl|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2024-11-25