Anthony Dellaquila

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

• 06/2015 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 05/2017 → 09/2024
  Bank Of America, N.A.
  Lincoln, RI
• 09/2024 → Present
  Fidelity Investments
  Westwood, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westwood, MA
• 2017-05-17 → 2024-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  Riverside, RI

Exams

• S66 Uniform Combined State Law Examination
  2017-05-16
• S63 Uniform Securities Agent State Law Examination
  2015-09-04

Other Names

• Anthony Michael Dellaquila
• Anthony Dellaquila