Barbara Pietrzak

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

• 08/2014 → 09/2019
  Janney Montgomery Scott Llc
  West Hartford, CT
• 09/2019 → 03/2021
  Mutual Securities, Inc.
  Camarillo, CA
• 09/2019 → 03/2021
  Mutual Advisors, Llc.
  Casper, WY
• 03/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 01/2017 → 01/2020
  Central Connecticut State University
  New Britain, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2019-10-02 → 2020-12-15
  Mutual Advisors, Llc
  Hartford, CT
• 2017-05-15 → 2019-10-02
  Janney Montgomery Scott Llc
  West Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2017-05-15