Stephanie Ann Maione

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

• 02/2017 → 03/2018
  Axa Advisors, Llc
  New York, NY
• 10/2016 → 09/2017
  Home At Vernon Manor
  Peapack, NJ
• 09/2017 → 05/2018
  The White Company
  Short Hills, NJ
• 06/2018 → 09/2018
  Unemployed
  Menham, NJ
• 10/2018 → 10/2019
  American United Life
  Mendham, NJ
• 11/2018 → 10/2019
  Oneamerica Securities
  Mendham, NJ
• 10/2019 → 07/2022
  Prudential Insurance Company Of America
  Basking Ridge, NJ
• 10/2019 → 07/2022
  Pruco Securities, Llc.
  Basking Ridge, NJ
• 07/2022 → Present
  Fidelity Investments
  Covington, KY
• 10/2019 → 08/2020
  Soft Surroundings
  St. Louis, MO
• 11/2018 → 01/2019
  Williams Sonoma Inc.
  San Francisco, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Morris Plains, NJ
• 2022-01-13 → 2022-07-22
  Pruco Securities, Llc.
  Basking Ridge, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-12-13
• S63 Uniform Securities Agent State Law Examination
  2017-07-31

Other Names

• Stephanie Maione
• Stephanie Ann Maione
• Stephanie Johns