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Caroline Oneill

Strategic Advisers LLC

Weehawken, NJ

CRD 7968052

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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
NJ RA APPROVED 2025-08-15
TX RA APPROVED 2025-08-14
  • NJ RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-14

Branch Locations

Weehawken, NJ • 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
Morgan Stanley Tampa FL 09/2024 03/2025
Spa Society Weehawken NJ 06/2023 11/2023
Palm Pavilion Beach Side Grill Clearwater FL 08/2018 05/2019
University Of Tampa Tampa FL 08/2017 05/2022
Notre Dame High School Lawrenceville NJ 09/2014 05/2017
Unemployed Tampa FL 06/2022 05/2023
Unemployed Newtown PA 06/2017 07/2017
Unemployed St. Petersburg FL 12/2023 08/2024
Fidelity Investments Trenton NJ 07/2025 Present
Unemployed Weehawken NJ 04/2025 06/2025
  • 09/2024 → 03/2025
    Morgan Stanley
    Tampa, FL
  • 06/2023 → 11/2023
    Spa Society
    Weehawken, NJ
  • 08/2018 → 05/2019
    Palm Pavilion Beach Side Grill
    Clearwater, FL
  • 08/2017 → 05/2022
    University Of Tampa
    Tampa, FL
  • 09/2014 → 05/2017
    Notre Dame High School
    Lawrenceville, NJ
  • 06/2022 → 05/2023
    Unemployed
    Tampa, FL
  • 06/2017 → 07/2017
    Unemployed
    Newtown, PA
  • 12/2023 → 08/2024
    Unemployed
    St. Petersburg, FL
  • 07/2025 → Present
    Fidelity Investments
    Trenton, NJ
  • 04/2025 → 06/2025
    Unemployed
    Weehawken, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-02
  • S66 Uniform Combined State Law Examination
    2025-01-02

View on SEC IAPD

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