Anthony Joseph Medeiros

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

• 09/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2021 → 09/2021
  Unemployed
  Taunton, MA
• 03/2021 → 06/2021
  Moore Agencies
  Marlborough, MA
• 02/2020 → 03/2021
  Unemployed
  Taunton, MA
• 05/2019 → 02/2020
  Cellular Sales
  Raynham, MA
• 12/2017 → 05/2019
  Self Employed Sole Proprietorship
  Taunton, MA
• 02/2017 → 12/2017
  Nestle Waters
  Ranham, MA
• 07/2015 → 02/2017
  Walgreens
  Taunton, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-02-13
• S63 Uniform Securities Agent State Law Examination
  2022-02-04

Other Names

• Anthony Joseph Medeiros
• Anthony Joesph Medeiros