Cynthia A Romagnolo

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

• 12/1992 → Present
  Fidelity Brokerage Services, Inc.
  San Francisco, CA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Scottsdale, AZ
  Scottsdale, AZ
• 1998-09-18 → 2018-07-13
  Strategic Advisers Llc
  San Francisco, CA
  Scottsdale, AZ

Other Businesses

OBA-9741|OrgNmn:SCLCS, LLC|Org Addr:Scottsdale,Arizona,US|OBA Nature:Rental of a house|Invst Rel:Y|Title:SCLCS, LLC|Duties:general prep of property|StrtDt:02-18-15|TotHrs/mon:1|TrdHrs/mon:0|OBA-119671|OrgNmn:Hospice of the Valley|Org Addr:Phoenix,Arizona,US|OBA Nature:Hospice of the Valley is a non|Invst Rel:Y|Title:Investment Committee Member|Duties:Investment committee members assist with establishing and investment objectives, goals, and risk tolerance and proposed allocations. The non-|StrtDt:06-05-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-29
• S63 Uniform Securities Agent State Law Examination
  1991-06-04

Other Names

• Cynthia Anne Maganotti
• Cynthia Anne Romagnolo