Jacquelyn Calandriello

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

• 05/2016 → 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

• S66 Uniform Combined State Law Examination
  2008-11-06

Designations

• Certified Financial Planner