Joseph Angelo Cozzolino

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

• 10/2015 → 07/2022
  U.S. Bank
  Marina Del Rey, CA
• 07/2022 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2021 → 08/2022
  Pepperdine University
  Los Angeles, CA
• 08/2019 → 08/2021
  Pepperdine University
  Los Angeles, CA
• 08/2013 → 12/2018
  El Camino College
  Torrance, CA
• 12/2022 → 07/2025
  Bank Of America, N.A.
  Los Angeles, CA
• 07/2025 → Present
  Fidelity Investments
  Los Angeles, CA

Previous Registrations

• 2023-01-24 → 2025-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Los Angeles, CA
  Hollywood, CA
  New York, NY
  Hollywood, CA
  Los Angeles, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-12