Janet Eleanor Mullaney

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

• 10/2005 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 09/2017 → 11/2018
  Bank Of America, N.A.
  Lincoln, RI
• 12/2018 → 03/2019
  Citizens Bank
  Johnston, RI
• 12/2018 → 03/2019
  Citizens Securities Inc.
  Johnston, RI
• 04/2019 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 04/2019 → 09/2022
  Bank Of America, N.A.
  Lincoln, RI
• 09/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2019-04-16 → 2022-09-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
• 2018-12-18 → 2019-04-02
  Citizens Securities, Inc.
  Johnston, RI
• 2015-09-09 → 2018-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  Riverside, RI

Exams

• S66 Uniform Combined State Law Examination
  2015-09-04

Other Names

• Janet Eleanor Valliere
• Janet E Mullaney
• Janet Eleanor Mullaney
• Janet Mullaney