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Giuseppe G. Lobello

Strategic Advisers LLC

Mahopac, NY

Mahopac, NY

Scarsdale, NY

CRD 7690815

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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
NY RA APPROVED 2026-01-05
TX RA APPROVED 2026-01-05
  • NY RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

Mahopac, NY • United States

Mahopac, NY • United States

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • 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
Villa Barone Hilltop Manor Mahopac NY 07/2016 07/2019
Full Time Education Hamden CT 08/2019 01/2020
New Millennium Home Improvement Inc Mahopac NY 02/2020 09/2022
Full Time Education Hamden CT 10/2022 01/2023
Fidelity Investments Scarsdale NY 01/2023 Present
  • 07/2016 → 07/2019
    Villa Barone Hilltop Manor
    Mahopac, NY
  • 08/2019 → 01/2020
    Full Time Education
    Hamden, CT
  • 02/2020 → 09/2022
    New Millennium Home Improvement Inc
    Mahopac, NY
  • 10/2022 → 01/2023
    Full Time Education
    Hamden, CT
  • 01/2023 → Present
    Fidelity Investments
    Scarsdale, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
S63 Uniform Securities Agent State Law Examination 2023-09-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
  • S63 Uniform Securities Agent State Law Examination
    2023-09-01
Other Names
  • Giuseppe Giovanni Lobello
  • Giuseppe Giovanni Lobello

View on SEC IAPD

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