Geffrey G Gioia

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

• 05/2013 → 01/2019
  Ancora Securities Inc
  Cleveland, OH
• 05/2013 → 01/2019
  Northcoast Research Partners, Llc
  Cleveland, OH
• 03/2019 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Akron, OH
• 04/2019 → 11/2019
  Bank Of America, N.A.
  Akron, OH
• 12/2019 → Present
  Fidelity Brokerage Services,Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-01-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2019-06-07 → 2019-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Akron, OH
  New York, NY

Other Businesses

OBA-128884|OrgNmn:King Soopers Grocery Store|Org Addr:Highlands ,Colorado,US|OBA Nature:I may look into working part-t|Invst Rel:N|Title:Employee|Duties:stocking shelves, working as a cashier, etc. |StrtDt:05-01-26|TotHrs/mon:56|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-06-06
• S63 Uniform Securities Agent State Law Examination
  1996-08-28

Other Names

• Geffery G Gioia
• Geffery Geno Gioia
• Geff Gioia
• Geffrey Geno Gioia