Ronald J. Centofanti

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

• 06/2023 → 06/2023
  Usps
  Pottstown, PA
• 03/2024 → 03/2025
  Keller Williams Realty Group
  Collegeville, PA
• 09/2021 → 09/2021
  The Hill School
  Pottstown, PA
• 09/1995 → 10/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 12/2019 → 05/2022
  Allied Universal
  Conshohocken, PA
• 03/2025 → Present
  Fidelity Investments
  Harrisburg, PA

Previous Registrations

• 2019-11-03 → 2024-10-09
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-31
• S63 Uniform Securities Agent State Law Examination
  2011-12-08

Other Names

• Ronald John Centofanti