Brian K. Campanelli

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

• 08/2014 → 09/2022
  Uncle Tony's Pizza & Pasta
  Johnston, RI
• 02/2016 → 05/2018
  Chelo's Hometown Bar & Grille
  Greenville, RI
• 01/2015 → 09/2022
  Pma Industries
  Johnston, RI
• 06/2017 → 10/2017
  Johnston Parks & Recreation
  Johnston, RI
• 08/2015 → 06/2020
  Rhode Island College
  Providence, RI
• 09/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Other Businesses

OBA-98423|OrgNmn:Ebay|Org Addr:Warwick,Rhode Isla,US|OBA Nature:Prior to coming to Fidelity i |Invst Rel:N|Title:independent sales |Duties:when/ if needed |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-01-09
• S63 Uniform Securities Agent State Law Examination
  2023-03-13

Other Names

• Brian Kenneth Campanelli
• Brian Campanelli