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Anthony Allegro

Strategic Advisers LLC

Johns Island, SC

Mount Pleasant, SC

CRD 7586377

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
SC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Johns Island, SC • United States

75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 06/2022 Present
Groundskeeper Inc. Matawan NJ 08/2017 06/2022
Petco Sicklerville NJ 02/2021 05/2021
Kutztown University Kutztown PA 08/2018 06/2020
Rowan University Glassboro NJ 08/2020 06/2022
Doordash Inc. Glassboro NJ 08/2018 06/2022
Grubhub Glassboro NJ 08/2021 06/2022
Unemployed Old Bridge NJ 06/2012 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Durham, NC
  • 08/2017 → 06/2022
    Groundskeeper Inc.
    Matawan, NJ
  • 02/2021 → 05/2021
    Petco
    Sicklerville, NJ
  • 08/2018 → 06/2020
    Kutztown University
    Kutztown, PA
  • 08/2020 → 06/2022
    Rowan University
    Glassboro, NJ
  • 08/2018 → 06/2022
    Doordash Inc.
    Glassboro, NJ
  • 08/2021 → 06/2022
    Grubhub
    Glassboro, NJ
  • 06/2012 → 08/2017
    Unemployed
    Old Bridge, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Mount Pleasant, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-29
  • S66 Uniform Combined State Law Examination
    2022-11-29
Other Names
  • Anthony Nicholas Allegro

View on SEC IAPD

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