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Sergio Saccoccio

Strategic Advisers LLC

Princeton, MA

Shrewsbury, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Princeton, MA • United States

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • 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
Morgan Stanley Wellesley MA 04/2014 03/2020
Morgan Stanley Private Bank, National Association New York NY 01/2015 03/2020
Fidelity Brokerage Services Llc Shrewsbury MA 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 03/2020
    Morgan Stanley
    Wellesley, MA
  • 01/2015 → 03/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Shrewsbury, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
  • 2014-07-08 → 2020-03-19
    Morgan Stanley
    Wellesley, MA
Other Businesses

OBA-112223|OrgNmn:Princeton Youth Soccer|Org Addr:Princeton,Massachuse,US|OBA Nature:Board member|Invst Rel:N|Title:Coaching Director|Duties:Oversee the soccer eague and its coaches|StrtDt:09-02-24|TotHrs/mon:3|TrdHrs/mon:0|OBA-111463|OrgNmn:Princeton Youth Soccer|Org Addr:Princeton,Massachuse,US|OBA Nature:Board member|Invst Rel:N|Title:Board member Director of Coaching|Duties:helping facilitate local soccer|StrtDt:08-01-24|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-08
  • S66 Uniform Combined State Law Examination
    2014-07-08

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