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Andrew Stephen Castagliuolo

Strategic Advisers LLC

Smithfield, RI

Pawcatuck, CT

CRD 8119328

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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
CT RA APPROVED 2025-09-25
RI RA APPROVED 2025-09-25
TX RA APPROVED 2025-09-25
  • CT RA
    APPROVED
    Since 2025-09-25
  • RI RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED
    Since 2025-09-25

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Pawcatuck, CT • 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
Stonington High School Pawcatuck CT 08/2016 05/2020
St. Clair Annex Westerly RI 07/2017 08/2024
Fidelity Investments Smithfield RI 06/2025 Present
Superior Marine Stonington CT 05/2023 08/2023
Stonehill College Easton MA 08/2021 05/2025
Stop & Shop Pawcatuck CT 11/2020 05/2021
  • 08/2016 → 05/2020
    Stonington High School
    Pawcatuck, CT
  • 07/2017 → 08/2024
    St. Clair Annex
    Westerly, RI
  • 06/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2023 → 08/2023
    Superior Marine
    Stonington, CT
  • 08/2021 → 05/2025
    Stonehill College
    Easton, MA
  • 11/2020 → 05/2021
    Stop & Shop
    Pawcatuck, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-09-22
Other Names
  • Andrew Castagliuolo

View on SEC IAPD

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