Brett A. Gigliotti

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31

Branch Locations

Westlake, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Covington	KY	08/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2010 → Present

Fidelity Investments

Covington, KY
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Westlake, OH

Westlake, OH
2014-01-29 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Fairlawn, OH

Woodmere Village, OH

Westlake, OH
2011-01-14 → 2013-09-03

Strategic Advisers Llc

Covington, KY

Other Businesses

OBA-106695|OrgNmn:Magis Consulting LLC|Org Addr:Westlake,Ohio,US|OBA Nature:Consulting on coaching/leaders|Invst Rel:N|Title:Coach|Duties:1v1 conversations|StrtDt:02-26-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-01-19

S66 Uniform Combined State Law Examination

2011-01-19

Other Names

Brett Alexander Gigliotti

View on SEC IAPD

More in Westlake, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor