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Jacquelyn Calandriello

Strategic Advisers LLC

New York, NY

Staten Island, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

Staten Island, NY • 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
Ameriprise Financial Services, Inc. New York NY 05/2016 02/2021
Fidelity Brokerage Services, Llc New York NY 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 02/2021
    Ameriprise Financial Services, Inc.
    New York, NY
  • 02/2021 → Present
    Fidelity Brokerage Services, Llc
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2016-06-07 → 2021-02-17
    Ameriprise Financial Services, Llc
    New York, NY
  • 2010-05-27 → 2016-06-03
    Msi Financial Services, Inc.
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-06
  • S66 Uniform Combined State Law Examination
    2008-11-06
Designations

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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