Marc J. Leone

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

• 12/2025 → 02/2026
  Unemployed
  Narragansett, RI
• 06/2017 → 09/2021
  Kelen Inc
  Narragansett, RI
• 05/2023 → 05/2025
  University Of Connecticut
  Storrs, CT
• 02/2026 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2022 → 12/2025
  Ryan Designs Llc
  East Greenwich, RI
• 09/2021 → 05/2023
  University Of Rhode Island
  South Kingstown, RI
• 02/2016 → 06/2017
  South Kingstown High School
  South Kingstown, RI

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2026-05-13

Other Names

• Marc Leone
• Marc James Leone