George Maccarelli

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

• 11/2014 → Present
  Fidelity Brokerage Services
  King Of Prussia, PA
• 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
  Morgantown, WV
  Greensburg, PA
• 2015-01-06 → 2018-07-13
  Strategic Advisers Llc
  King Of Prussia, PA
  Greensburg, PA
• 2014-08-04 → 2014-11-17
  Hefren-Tillotson, Inc.
  Greensburg, PA
• 2004-01-01 → 2014-07-28
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Donegal, PA
  Uniontown, PA
  Latrobe, PA
  Donegal, PA
  Latrobe, PA
  Mount Pleasant, PA
  Monroeville, PA
• 2003-06-06 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Mount Pleasant, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-30
• S63 Uniform Securities Agent State Law Examination
  1992-03-25

Other Names

• George Anthony Maccarelli