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Antoniella Varrasso-Smith

Strategic Advisers LLC

Hinckley, OH

CRD 2516389

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hinckley, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First National Bank Of Pa North Royalton OH 12/2015 02/2018
Cetera Investment Services Llc St.CLoud MN 02/2018 05/2019
Cetera Investment Advisers Llc Strongville OH 04/2018 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broadview Heights OH 09/2019 05/2022
Unemployed Hinckley OH 05/2019 09/2019
Fidelity Investments Hinckley OH 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 02/2018
    First National Bank Of Pa
    North Royalton, OH
  • 02/2018 → 05/2019
    Cetera Investment Services Llc
    St.CLoud, MN
  • 04/2018 → 05/2019
    Strongville, OH
  • 09/2019 → 05/2022
    Broadview Heights, OH
  • 05/2019 → 09/2019
    Unemployed
    Hinckley, OH
  • 05/2022 → Present
    Fidelity Investments
    Hinckley, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-23
  • S66 Uniform Combined State Law Examination
    2018-04-23
Other Names
  • Antoniella Varrasso-Smith
  • Antonietta Varrasso Depaola
  • Antonietta Varrasso
  • Toni Varrasso-Smith

View on SEC IAPD

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