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Anthony M. Cuozzo

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Brokerage Services, Llc Jacksonville FL 08/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → Present
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Jacksonville, FL
    Jacksonville, FL
  • 2017-02-08 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
Other Businesses

OBA-127693|OrgNmn:A&N Management Group|Org Addr:Lanoka Har,New Jersey,US|OBA Nature:Multi-member LLC to manage inh|Invst Rel:Y|Title:Member|Duties:No routine duties, tasks, or obligations|StrtDt:07-14-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-04
S63 Uniform Securities Agent State Law Examination 2016-09-19
  • S66 Uniform Combined State Law Examination
    2017-02-04
  • S63 Uniform Securities Agent State Law Examination
    2016-09-19
Other Names
  • Anthony Michael Cuozzo

View on SEC IAPD

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