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Jennifer Pianelli

Strategic Advisers LLC

Wake Forest, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Wake Forest, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Equitable Advisors Llc New York NY 12/2022 06/2023
The Cowfish Sushi Burger Restaurant Raleigh NC 07/2014 09/2023
Envision Science Academy Wake Forest NC 07/2016 06/2022
North Hills Club Raleigh NC 04/2023 07/2023
Fidelity Investments Durham NC 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → 06/2023
    Equitable Advisors Llc
    New York, NY
  • 07/2014 → 09/2023
    The Cowfish Sushi Burger Restaurant
    Raleigh, NC
  • 07/2016 → 06/2022
    Envision Science Academy
    Wake Forest, NC
  • 04/2023 → 07/2023
    North Hills Club
    Raleigh, NC
  • 09/2023 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2023-03-27 → 2023-04-24
    Equitable Advisors, Llc
    Raleigh, NC
Other Businesses

OBA-102838|OrgNmn:The Cowfish Restaurant|Org Addr:Raleigh,North Caro,US|OBA Nature:The Cowfish is a sushi/burger |Invst Rel:N|Title:Employee|Duties:I am a server/bartender. My duties include greeting guests, taking orders, making drinks and handling payment transactions.|StrtDt:07-03-14|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-21
  • S66 Uniform Combined State Law Examination
    2023-03-21
Other Names
  • Jennifer Pianelli
  • Jennifer Joyce Pianelli
  • Jenn Pianelli

View on SEC IAPD

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