Briana Santirosa

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

• 01/2022 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 02/2020 → 01/2022
  Bank Of America
  San Diego, CA
• 10/2019 → 02/2020
  Unemployed
  San Diego, CA
• 11/2018 → 10/2019
  Solstice
  San Diego, CA
• 01/2019 → 10/2019
  Kia Inc
  Poway, CA
• 10/2014 → 12/2018
  L-Brands
  San Diego, CA
• 06/2016 → 12/2017
  Shoe Box & Vince Camuto
  San Diego, CA
• 09/2014 → 01/2018
  Victoria'S Secret
  San Diego, CA
• 12/2023 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2022-08-01 → 2024-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  New York, NY
  San Diego, CA
  Houston, TX
  Houston, TX
  Bellaire, TX

Other Businesses

OBA-104950|OrgNmn:Airbnb|Org Addr:Houston,Texas,US|OBA Nature:Manage an airbnb property|Invst Rel:Y|Title:Property manager|Duties:minimal communication with tennants and schedule cleaners.|StrtDt:07-03-23|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-07-30

Other Names

• Briana M Santirosa
• Briana Marcia Santirosa