Adam Cafarella

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

• 12/2014 → Present
  Fidelity Brokerage Services Llc
  Garden City, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Garden City, NY
• 2014-01-24 → 2014-12-26
  Stifel, Nicolaus & Company, Incorporated
  Garden City, NY
• 2012-03-14 → 2014-01-15
  Wells Fargo Clearing Services, Llc
  Garden City, NY

Other Businesses

OBA-109978|OrgNmn:Unky Owl LLC|Org Addr:Rockville ,New York,US|OBA Nature:online sales of golf-themed pl|Invst Rel:N|Title:Sole Proprietor|Duties:none other then filing taxes with my CPA and marketing once up and running|StrtDt:07-16-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-03-09

Other Names

• Adam M Cafarella
• Adam Michael Cafarella