David Joseph Castellone

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

• 12/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2020 → 12/2021
  Williams & Stuart Real Estate
  Cranston, RI
• 09/2019 → 06/2020
  Basta
  Cranston, RI
• 04/2017 → 04/2020
  Re/Max River'S Edge
  East Providence, RI
• 08/2019 → 09/2019
  Parkside Rotisserie & Bar
  Providence, RI
• 06/2019 → 08/2019
  Waterman Grille/ Newport Restaurant Group
  Providence, RI
• 08/2018 → 06/2019
  Trattoria Romana
  Lincoln, RI
• 09/2015 → 04/2017
  Coldwell Banker Residential Brokerage
  Cumberland, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2022-05-09