Edward T Monaco

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

• 08/1990 → Present
  Fidelity Brokerage Services, Inc.
  New York, NY
• 08/1990 → Present
  #Ia Fidelity Portfolio Advisory Services
  New York, NY
• 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
  Bronxville, NY
  New York, NY
• 2015-03-06 → 2018-07-13
  Strategic Advisers Llc
  New York, NY
• 1995-05-04 → 2009-07-07
  Strategic Advisers Llc
  Washington, DC

Other Businesses

OBA-117752|OrgNmn:Midway University|Org Addr:Midway Ken,Kentucky,US|OBA Nature:Board Of Trustee Member|Invst Rel:N|Title:Board of Trustee Member for Midwa|Duties:3 meetings a year either zoom or in person- helping the University run|StrtDt:06-02-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-18
• S63 Uniform Securities Agent State Law Examination
  1991-11-07

Designations

• Certified Financial Planner

Other Names

• Edward Timothy Monoco
• Edward Timothy Monaco