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Anthony Paul Panissidi

Strategic Advisers LLC

Maywood, NJ

Morristown, NJ

CRD 8048218

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-09
NJ RA APPROVED 2025-07-21
  • TX RA
    APPROVED
    Since 2026-06-09
  • NJ RA
    APPROVED
    Since 2025-07-21

Branch Locations

Maywood, NJ • United States

35 Morris Street, Morristown, NJ 07960-3919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Enterprise Mobility Mahwah NJ 06/2024 01/2025
Student Maywood NJ 01/2015 01/2020
Fidelity Investments Morristown NJ 02/2025 Present
Enterprise Mobility Middletown RI 01/2024 05/2024
Ridgewood Country Club Paramus NJ 05/2023 03/2025
Self Maywood NJ 01/2020 04/2022
Holy Name Medical Center Teaneck NJ 05/2022 04/2023
  • 06/2024 → 01/2025
    Enterprise Mobility
    Mahwah, NJ
  • 01/2015 → 01/2020
    Student
    Maywood, NJ
  • 02/2025 → Present
    Fidelity Investments
    Morristown, NJ
  • 01/2024 → 05/2024
    Enterprise Mobility
    Middletown, RI
  • 05/2023 → 03/2025
    Ridgewood Country Club
    Paramus, NJ
  • 01/2020 → 04/2022
    Self
    Maywood, NJ
  • 05/2022 → 04/2023
    Holy Name Medical Center
    Teaneck, NJ
Other Businesses

OBA-116769|OrgNmn:Ridgewood Country Club |Org Addr:Paramus ,New Jersey,US|OBA Nature:Golf Country club |Invst Rel:N|Title:Employee|Duties:I assist with the cleaning and orginazion of golf carts. I also caddy for members of the golf club with various backgrounds. |StrtDt:05-01-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-01
  • S66 Uniform Combined State Law Examination
    2025-07-01
Other Names
  • Anthony Panissidi

View on SEC IAPD

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