Rodica Richichi

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

• 04/2022 → Present
  Fidelity Investments
  Naples, FL
• 08/2021 → 04/2022
  Fifth Third Bank
  Bonita Springs, FL
• 11/2017 → 07/2020
  Bloomingdale'S
  Hackensack, NJ
• 09/2016 → 05/2017
  Pgny Sportswear Inc
  New York, NY
• 08/2017 → 11/2017
  Frenchi Products
  New York, NY
• 06/2017 → 03/2019
  Ammon Labs
  Linden, NJ
• 03/2019 → 04/2020
  Scientia Diagnostics
  Lyndhurst, NJ
• 09/2014 → 09/2016
  Unemployed
  New York, NY
• 08/2020 → 08/2021
  Self-Employed
  Bonita Springs, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-08-26
• S63 Uniform Securities Agent State Law Examination
  2022-12-20

Other Names

• Rodica Walsh